ESTATES
Typically, you suffer loss of a Loved One and while grieving…you learn, you have the weighty responsibility of completing the Estate, too! It may seem challenging…daunting, though it need not be!
Our primary goals are to provide competent, efficient and straight-forward Legal Services to assist you effectively with your responsibilities!!
Legal Services required and provided:
· Experienced;
· Knowledgeable;
· Mindful of desire to minimize ‘Death Taxes’
(Probate Fees);
· Conscientious to your concerns;
· Responsive to your needs and circumstances; and
· Compassionate to your circumstances and wishes.
Law Corporation Priorities, as follows:
· Delivery of clear, concise and relevant Advice and
Information;
· Checklist & Document(s), for your approval;
· Stress Reduction; and
· Executor to be kept well-advised/informed and
organized.
(Typical) Procedures and Legal Services, as requested and required:
· (First) Office Appointment to provide Executor with Advice (and information) and Executor’s
(comprehensive) Task Checklist;
· Receive ALL required – Will and Bank/Investment Statements, (typically by email or Regular Mail);
· Request for Probate drafted and (email) delivery for Executor’s approval;
· (Second) Office Appointment to sign Request;
· Further Legal Services, as requested AND required; and
· Delivery of Comprehensive Final Report.
Please contact us to assist with your Estate needs.