Estate Planning and Probate

The bitterest tears shed over graves are words left unsaid and deeds left undone.” ~ Harriet Beecher Stowe

HOW CAN WE HELP?

While our inevitable death or incapacity is not the most comfortable of topics to discuss, it is of vital importance, especially since our loved ones will bear the responsibility of managing our affairs once we leave this world. With this in mind, we want to assist you in developing a customized, comprehensive Estate Plan by taking into account how you want to distribute your assets, helping you to select your necessary agents, and explaining how certain documents function. We want to guide you through any legal issues involved so your personal wishes can be fulfilled – and enforced.

In addition to our counsel on pre-death planning, we also offer guidance on post-death administration issues, whether that be probate or trust administration matters. Thus, if you are a beneficiary and your parents have not drafted a will, or you are a trustee of a trust and require guidance on how to handle your duties, or you are a trust beneficiary and you feel you are owed certain distributions, we are here to assist you.

Customized, Comprehensive Estate Plans

Small Estates Plan

Specifically-tailored for those who currently do not own much property and thus are not too concerned about probate, but would like to ensure their financial and healthcare needs are maintained in the event of incapacity, our Small Estate Comprehensive Plan contains the necessary documents and legal guidance to satisfy those goals. The Small Estate Comprehensive Plan includes:

  • Simple Will
  • Durable Power of Attorney
  • Advance Healthcare Directive
  • HIPPA Authorization
  • 2 Hours Legal Consultation

Mid-Size Estates Plan

Customized for those who own real property, enjoy a growing family, operate a small business, and whose net worth does not exceed the Estate Tax exemption ($5.215 million in 2013), our Mid-Size Estate Comprehensive Plan’s main focus is to avoid probate and ensure you have peace of mind with your financial and healthcare needs. The Mid-Size Estate Comprehensive Plan includes:

  • Revocable Trust
  • Simple Will
  • Durable Power of Attorney
  • Advance Healthcare Directive
  • HIPPA Authorization
  • Transfer of up to two Real Property into Trust
  • Unlimited Legal Consultation

Other Estate Planning Documents

Are you going on a long business trip overseas and would like to nominate an agent to handle your financial affairs while you are away? Or, perhaps you will soon have surgery and you would like to ensure your healthcare wishes will be enforced in the event something goes awry? Maybe you are just a young couple who recently welcomed a child into the world and would like to nominate guardians to care for your child in case something happens to both of you?

You may not be seeking a comprehensive Estate Plan now, but if you are looking for assistance in properly drafting a document to handle the questions posed above, we are here to assist you, as well. Below, you will find some of the Estate Planning documents we can draft for you:

Wills

Document wherein a person declares who will receive one’s property after death. Also, a document that enables the naming of guardians for minor children.

Trusts

  • Revocable – permits the Trustor, the one who creates the trust, to revoke or change terms of the trust without consent of other parties
  • Irrevocable – trust assets belong to the trust and terms cannot be changed

Power of Attorney

Document wherein a person designates another to handle one’s financial affairs

Advance Healthcare Directive 

Document wherein a person designates an agent to handle healthcare decisions in case of incapacity

Other Estate Planning Services

Trust Administration 

Process wherein a successor trustee administers the trust according to its terms, including distribution of trust properties to beneficiaries and payment of taxes, fees, and costs. We assist trustees in guiding them to ensure legal compliance with their fiduciary duties, as well as assist trust beneficiaries to ensure their rights are met.

Estate Planning Document Review 

Services include a comprehensive and detailed 12-point review of client’s existing estate planning plan and provide advice on changing or adding terms (if necessary) based to new legislation, acquisition of new property, death of beneficiaries, divorce, birth of new children/heirs, and other changed circumstances

Probate Services

Probate Representation

Process wherein a court administers a decedent’s estate by paying off decedent’s debts and distributing remaining assets to heirs whether a will exists or not

Conservatorship Representation

Legal process wherein a court appoints and supervises an adult to administer the financial affairs of another who can no longer make decisions about finances or healthcare

Guardianship Representation

Legal process wherein a court determines which adult will have legal custody over a minor child

 

Call us now at (619) 810-4644 for a FREE INITIAL CONSULTATION and to receive a FREE QUOTE about what it will cost to fully carry out your needs.

Comments are closed.