Estate Planning, Deed Processing, LLC formation, and Paralegal Research Services.
estate consulting Services
THE FIRST THING TO MAKE CERTAIN OF WHEN PLANNING IS THAT YOU DO NOT DIE WITHOUT ANY INSTRUCTIONS TO A COURT OR A TRUST.
THAT IS CALLED DYING INTESTATE AND MEANS THE COURT WILL USE A PROCESS DESIGNED TO DETERMINE WHO GETS YOUR ASSETS.
THIS MEANS SOMEONE WHO YOU DO NOT WANT TO RECEIVE ASSETS MAY GET THEM BECAUSE OF A FAMILY RELATIONSHIP.
IF YOU DO NOT HAVE AT LEAST A WILL, SEE THE “PROBATE PROCESS SECTION AND CONTACT US FOR HOW TO PROTECT YOURSELF.
OUR APPROACH TO EVALUATING A CURRENT ESTATE PLAN IS TO FIRST DETERMINE IF THE RIGHT DOCUMENTS ARE IN PLACE. IS A WILL OR A TRUST THE RIGHT DOCUMENT? IS PROBATE APPROPRIATE, OR IS A TRUST THAT AVOIDS PROBATE THE BETTER DOCUMENT? EACH EVALUATION IS UNIQUE TO THE GRANTOR’S WISHES AND NOT A COOKIE-CUTTER ANSWER. WE OFFER A FULL CONSULTATION ON THE ADEQUACY AND APPROPRIATENESS OF THE DOCUMENTS IN PLACE AND HOW TO CHANGE THEM IF NECESSARY.
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