SERVICES

Estate Planning:

• Wills

• Revocable and Irrevocable Trusts

• Statutory Durable Power of Attorney for financial decisions

• Medical Power of Attorney and HIPAA Release

• Directive to Physicians (Living Will)

• Declaration of Guardian (for yourself, minor children, and incapacitated family members)

• Declaration for Mental Health Treatment

• Estate Tax Planning

• Charitable Gifting

• Family Foundations

Guardianship and Special Needs Planning:

• Power of Attorney

• Supported Decision-Making

• Guardianship of the Person for adults with special needs, Alzheimer’s/Dementia, or who may otherwise be incapacitated due to injury or other reasons

• Guardianship of the Estate for adults who need someone to step in and manage their assets

• Transfer of guardianship across county and state lines

• Appointment of Successor Guardian

• Special Needs Trusts to benefit family members who are disabled and will continue to need care for their lifetime

• Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) guidance

• Medicaid and Waiver Programs

• Third Party Guardian of Person and Estate

Probate and Estate Administration:

• Independent or Dependent Administration (assisting Executors and Trustees in navigating the probate process, with or without a Will)

• Clearing title to real property that is inherited or gifted

• Affidavit of Heirship

• Court Determination of Heirship

• Funding of inheritance trusts

• Small Estate Affidavit

• Muniment of Title

• Third Party Administrator of Estate