Comprehensive Legal Services
Expert guidance for all your estate planning and probate needs. Protecting your family's future with professional legal services.
Wills & Testaments
A will is the foundation of any estate plan. It ensures your assets are distributed according to your wishes and provides for your loved ones after you're gone.
What I Include:
- • Last Will and Testament
- • Asset Inventory and Planning
Why You Need a Will:
- • Control asset distribution
- • Name guardians for minor children
- • Minimize family disputes
- • Ensure your wishes are legally binding
Trust Planning
Trusts offer advanced estate planning benefits including asset protection, tax minimization, and avoiding probate while maintaining control over your assets. Unlike a will, which must go through probate, a living trust allows for a seamless transfer of assets without court involvement.
Trust Benefits:
- • Avoid probate proceedings
- • Maintain privacy
- • Maintain control over your assets during your lifetime
- • Protect assets from creditors
- • Transfer of assets after your passing
- • Control distribution timing
Advance Healthcare Directive & Durable Power of Attorney
Both are legal documents that allow an agent to make decisions for you during your lifetime.
Advance Healthcare Directive
This is a legal document that allows you to appoint an agent to make healthcare decisions for you if you are unable to do so yourself.
Durable Power of Attorney
This is a legal document that allows you to appoint an agent to make financial decisions for you if you are unable to do so yourself.
Trust Administration
After the passing of a person, who has created a Living Trust, the successor trustee is responsible for administering the Trust and distributing the assets to the beneficiaries.
- • Gather and inventory trust assets
- • Pay any debts and taxes
- • Transfer assets to beneficiaries
- • Follow the instructions in the Trust
Probate
When a loved one passes away, navigating the probate process can be overwhelming. I guide you through every step with compassion and expertise.
My Probate Services:
- • Probate Court Filings
- • Estate Administration
- • Asset Inventory and Valuation
- • Creditor Notification
- • Final Distribution to Beneficiaries
Comprehensive Estate Planning
A complete estate plan protects your family and assets while minimizing taxes and ensuring your wishes are carried out exactly as you intend.
Estate Planning Includes:
- • Will and Trust Creation
- • Beneficiary Designations
- • Regular Plan Reviews
Planning Benefits:
- • Protect your family's future
- • Avoid probate delays
- • Maintain asset control
- • Plan for incapacity
My Process
I make estate planning straightforward and understandable that ensures your documents are comprehensive and legally sound.
Initial Contact
I discuss your goals, family situation, and assets to understand your needs.
Create Your Plan
I create a personalized estate plan tailored to your specific circumstances.
Document Review
I send all documents to you for review and approval to ensure they meet your goals & needs.
Sign & Finalize
We meet to sign and properly execute your estate plan documents.
Ready to Secure Your Legacy?
Don't leave your family's future to chance. Schedule a consultation to discuss your estate planning needs today.
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