There are a variety of end of life document options including but not limited to wills, trusts, POAs, etc
We discuss this, including recommendations and fee estimates, at your initial consultation.
General
Can you give recommendations and help me decide what I need for my estate plan?
Yes, absolutely. This is what we are here for.
A standard will may not be the best tool to get where you want to go. We help make estate plans (and related documents) based on your personal circumstances and goals.
How can I avoid probate?
We can only answer that question as it pertains to you after an initial consultation. Generally, we have a variety of tools available to help. That might include one or more trusts, manipulating titling of assets, beneficiary designations, beneficiary deeds, or others.
Does a will help me avoid probate?
No. But we can help you create other documents that can help you avoid probate.
What is probate?
It is the legal process following a person’s death. We help clients avoid it with estate planning. We also guide clients through it with the recent death of a loved one.
What is estate planning?
Estate Planning is using legal documents and other mechanisms to ensure that your assets pass to the desired persons after death.
The standard documents for estate planning may include: Wills, Revocable Living Trusts, Testamentary Trusts, Powers of Attorney, Living Will and Final Instructions.
It may also includes others: Deeds, Business Formations, Supplemental (Special) Needs Trusts, Irrevocable Trusts, and more.