Estate Planning
Helping your clients experience the confidence of a solid plan.
Specific Services:
- Advance Healthcare Directives
- Affidavits of Change of Trustee
- Affidavits of Death of Joint Tenant
- Affidavits of Death of Trustee
- Asset Collection Workbooks
- Assignments of Property to LLC
- Assignments of Property to Trust
- Certifications of Trust
- Confirmation of Name and Fiduciary Summaries
- Correspondence
- Funding Letters or Instructions
- Grant Deeds
- HIPAA Waivers
- Irrevocable Trusts (IDGT, VAPT)
- Last Will and Testaments
- Personal Property Memorandums
- Pour-Over Wills
- Powers of Attorney
- Preliminary Change of Ownership Reports
- Quitclaim Deeds
- Revocable Living Trusts
- Special Needs Trusts (First-Party, Third-Party, Pooled Joinders)
- Summaries of Trust
Estate Planning
Driven by detail. Defined by excellence