Additional Services
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Probate
If your loved one’s estate needs to go through probate, or if you have been named as a Personal Representative of an estate, we can help you with this process. Please click here to learn about the steps in the probate process. Trust Administration If your loved one died and had a Revocable Living Trust, or if you have been named as the Successor Trustee of a Trust, we can help you with the process of administering the Trust. Please click here for more information about Trust Administration. Existing Estate Plan Review If you want to understand your current estate plan and whether it meets your needs, we can review your existing plan and offer you my advice on whether the plan is the best fit for you Amendments or Restatement of Estate Plan* Estate plans need to be updated from time to time. You may want to change your designated guardians, add a new baby to the estate plan, account for an inheritance, add a vacation home, or address any other life changes. Click here to read our recent blog post about the unintended consequences of trying to revise your estate plan on your own. *If your estate plan was prepared by our office, we charge by the hour to amend or restate your estate plan to address any changes you want to make. If your estate plan was prepared by someone else, we’ll talk about the best way to address the changes you want to make. Ready to Get Started on Your Estate Plan? |