Service
Estate Planning & Plan Reviews
A family estate plan is the core of probate avoidance, wealth preservation and lawsuit prevention planning, for a first plan or an update to the one you have.
Who it helps
- Parents with young children who need a first estate plan and guardians
- Families whose plan was signed years ago and may no longer fit
- Owners of real estate or a family business
- Anyone preparing a successor trustee for the role
The process
- Inquiry and a short questionnaire
- Complimentary consultation with Attorney Perkins
- Engagement and drafting
- Your review of the documents
- Signing and funding the trust
- Continuing care and periodic reviews
What to prepare
- Names and birth dates of your children
- Who you would trust as guardian and as trustee
- A list of real estate, accounts and business interests
- Any existing will or trust, if you have one
Your next step
Answer a few questions and pick a time for your complimentary consultation.
Written for the prototype from your Business Plan. Draft for attorney review before publishing.