Sentences with phrase «preparing estate planning documents»

Preparing estate planning documents without the benefit of a legal opinion may result in unintended consequences that may be costly to correct in the future.

Prepared estate planning documents and financial applications for client signing.

Not exact matches

Filed Under: Life Tagged With: Estate Planning, Preparing a Trust, Preparing a Will, Setting Up A Trust, Setting Up a Will, Trust Documents, Will, Will and Trust Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

The do - it - yourself estate planning legal forms available from Rocket Lawyer include the documents necessary to prepare your last will and testament, power of attorney, and living will documents.

A person making a simple will should also consider preparing other basic estate plan documents, including durable powers of attorney for financial and health care matters, as well as a health care directive.

In my experience, the vast majority of clients engage in estate planning to gain a sense of reassurance that their family will be cared for after their death in the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first place.

If you are preparing estate plans or business formations, your work is probably done when the documents are signed and filed or delivered.

Please fill out this form if you would like us to assist you with preparing a Will and other estate planning documents.

Over the years, the firm has prepared a wide variety of wills, trusts, and related estate planning documents for its many clients.

Our practice includes, preparing wills, trusts and related estate planning documents and much more.

We will help you identify your options, develop an action plan, and arrive at a resolution that works for you and your family — whether that involves us advocating for you in court, negotiating with other parties, assisting you through mediation or collaborative law, drafting a separation agreement, preparing a will and other estate planning documents, or simply advising you on the next steps to take.

Assisted in preparing legal documents for attorneys specializing in various legal areas including corporate, estate planning, real estate, and tax law.

He is dedicated to helping individuals and families prepare wills, trusts and other estate planning documents.

She researches complex family law issues, prepares client disclosures, drafts Requests for Orders and Memorandums of Points and Authorities, and prepares trusts, wills, and estate planning and family risk management documents.