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Estate Planning
- Initial interview
- Will Planning
- Trust planning
- Medical, Grantor, Inter-Vivos,Life Insurance, Charitable, Gift Evaluation and analysis of asset structure
- Coordination of documents
- Review
Estate Settlement
- Pleading preparation
- Court appearances (non contested)
- Asset investigation and inventory
- Continuity of asset management
- Distribution schedules
- Accountings
- Litigation assistance
Guardianships
- Pleading preparation
- Court appearances (non contested)
- Asset investigation
- Continuity of asset management
- Periodic accounting
- Tax returns
- Estate planning
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