WILLS

This legal document spells out your wishes regarding the care of your minor children, as well as the distribution of your assets after your death. This document would be admitted to probate court upon your death, and the terms carried out by an Executor, which you appoint. 

lIVING WILL

This legal document would only come into play if you were in a terminal condition or permanently unconscious state. A Living Will allows you to state your preferences to receive life-sustaining treatments or die a natural death in such a situation.

Durable geNERAL pOWER
​OF aTTORNEY

This is a legal document that allows you to appoint an Agent to manage your property, legal or financial affairs when you are not able to do so, and it remains in effect until you revoke it or upon your death.

HEALTH cARE pOWER OF aTTORNEY

This legal document allows you to appoint an Agent to make decisions in health care situations when you are not able to due to illness or incapacity.  ​

iRREVOCABLE tRUSTS

This is a type of trust that cannot be changed or cancelled after the document has been signed. Irrevocable trusts are generally set up to minimize estate taxes, access government benefits and protect assets. Once an Irrevocable trust is established, the grantor no longer has legal control over the assets placed into the trust. 
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rEVOCABLE
​lIVING tRUSTS

A legal document that places the grantor's assets into the trust during their lifetime and distributes them to their designated beneficiaries upon their death. This document can be changed or revoked at any time and for any reason. A Revocable Trust is a great tool to help avoid probate and protect the privacy of the grantor and beneficiaries.

tRUST  aDMINISTRATION

Once a trust is established, the trustee is responsible for management of the assets within the trust and distribution of those assets according to the terms of the trust when the grantor dies. This can be a daunting task, and I am here to help. 

tRUST RESTATEMENTS & AMENDMENTS

There are many reasons you may want to change or update the terms of your estate planning documents. I offer a full review of existing trust documents and will draft any necessary updates to ensure your final wishes are carried out the way you intend.
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pROBATE aDMINISTRATION

This is a court supervised legal process that may be required after someone dies. This process ensures that a deceased person's debts and taxes are paid and that assets are transferred to the people who are entitled to inherit them. This is a challenging time for any family. Let me help your family navigate this difficult court process.

Estate Documents review & update

Detailed review of previously drafted estate documents to ensure they support your current life situation and future goals. 

fINAL RIGHT OF DISPOSITION/PRE-PAYMENT OF FUNERAL

 Planning ahead makes sense. If you are ready to make some decisions now, I can assist with funeral pre-arrangement planning and putting your final wishes in writing. ​

TRANSFER ON DEATH AFFIDAVITS 

This permits the direct transfer of property to the designated beneficiary upon death without Probate Court. The proper drafting and recording of these documents is essential. I am here to help make certain your TODD is done right.