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Services
What you need to know to protect your estate and your loved ones.
Estate Planning
- Trust (Revocable Living Trust) for single or married persons to ensure your estate plan distribution
- Management as Trustor/Grantor/Settlor. You maintain control and management of your Trust estate
- Offers privacy of your estate plan
- Ease of amending your estate plan concerns
- Likely avoids the necessity of a probate
- Challenges by a vexatious beneficiary can be avoided
- Irrevocable Trust sheltering trust assets from taxes and accomplishing generation skipping distribution
- Last Will and Testament for instructions to your heirs and devisees upon your death
- General/Durable (Financial) Power of Attorney to effectively nominate an agent to assist you with your financial needs and reduce the necessity of a court appointed conservator
- Health Care Power of Attorney to effectively nominate an agent to make end of life medical decisions when you no longer are able to make or communicate those decisions and reduce the necessity of a court appointed guardian
- Mental Health Care Power of Attorney to effectively nominate an agent to ensure you receive appropriate care for mental health concerns and reduce the necessity of a court appointed guardian with mental health authority
- Living Will to effectively state your wishes regarding heroic measures at the end of life
Probate
- Formal Petitions
- Informal Probate for Estates filling with a Valid Last Will and Testament and Estates filing without a valid Last Will and Testament
- Beneficiary Deeds
- Joint Tenant with Rights of Survivorship
- Nonprobate Affidavit
- Small Estate
- Motor Vehicle Division Beneficiary Transfer of Titled Assets
- Small Estate
Guardianship and Conservatorship
- Guardian (court-appointed) - to look after another person's well-being finding of incapacity
- Conservatorship (court-appointed) - to look after another person's money — finding of "wasted &/or dissipated"
- Fiduciary Responsibility — including annual reporting to the court
Cohabitation Agreements
- Guarantees an equitable settlement
- Caretaker compensation
- Limits exposure in a breakup
- Financial and Personal Disclosure
- Distributes property — death/breakup
- Financial Support
- Debts
- Defines support/custody
- Health Insurance coverage concerns
- (Opportunity for Individual Counsel or Waiver)
General Intake Form
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Please do not include any confidential information
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