If you live in Modoc County and are planning for the future, the Law Offices of Robert P. Bergman offers personalized estate planning services tailored to your family and financial situation. We help clients in California organize documents such as revocable living trusts, last wills, powers of attorney, advance health care directives, and other essential instruments. Our approach focuses on clear communication, careful drafting, and practical solutions that reflect your wishes. Whether you are beginning the planning process or updating existing documents, we provide steady guidance and practical advice to help ensure your affairs are in order for the years ahead.
Estate planning is more than paperwork; it is a thoughtful strategy to protect loved ones, preserve assets, and make sure your healthcare and financial decisions are honored if you cannot make them yourself. We take time to listen to your goals, review family dynamics, and explain options such as trusts, pour-over wills, and guardianship nominations. Our firm serves clients throughout California, including Modoc County residents who prefer clear, local-focused counsel. If you want a plan that reduces uncertainty and supports your family, we will craft documents that reflect your priorities and comply with state requirements.
A thoughtful estate plan reduces stress for loved ones and provides legal clarity at a time when decisions can be difficult. By preparing documents such as a revocable living trust, a pour-over will, financial power of attorney, and an advance health care directive, you can designate who will manage your finances, make healthcare decisions, and inherit assets according to your intentions. Estate planning can also help avoid unnecessary probate delays and provide more privacy than a court-supervised distribution. The benefits extend beyond asset transfer to protecting family members, planning for disability, and providing clear instructions that ease the administrative burden after a loved one’s passing.
The Law Offices of Robert P. Bergman provide practical estate planning services for individuals and families across California. Our practice focuses on drafting well-structured documents, explaining options in straightforward terms, and assisting with implementation tasks like trust funding and beneficiary coordination. We help clients prepare a full set of estate planning documents—trusts, wills, powers of attorney, health care directives, and trust-related petitions—so families can move forward with confidence. Communication is a priority: we outline the legal implications of choices, discuss potential outcomes, and help clients take the concrete steps needed to make their plans effective and enforceable under California law.
Estate planning involves a sequence of decisions and documents designed to manage your affairs during life and to transfer assets after death. Initially, we assess your assets, family situation, and goals to determine whether a living trust, will, or combination best meets your needs. Key documents like a revocable living trust work to avoid probate and provide continuity of administration, while powers of attorney and health care directives designate who will act on your behalf during incapacity. We also discuss specialized vehicles such as irrevocable life insurance trusts and special needs trusts when they align with long-term planning objectives.
The process typically includes an in-depth consultation, preparation of draft documents, client review and revision, and final execution with proper witnessing and notarization as required by California law. After signing, we guide clients through follow-up steps such as transferring assets into trusts, updating beneficiary designations, and coordinating retirement or insurance accounts. We also assist with petitions like trust modifications or Heggstad petitions when circumstances require changes. Our goal is to make the process efficient while ensuring your documents reflect your intentions and remain effective as circumstances change.
An effective estate plan typically includes a combination of documents that address different needs. A revocable living trust controls assets during life and can distribute them privately after death, while a pour-over will ensures any assets not placed into the trust are eventually transferred. A last will and testament allows for guardianship nominations and asset designation for smaller or non-trust property. Powers of attorney authorize individuals to handle financial affairs, and advance health care directives set forth medical decision preferences. Each document has a specific function, and together they form a coordinated plan to address incapacity, asset management, and final distribution.
Effective estate planning requires careful attention to document drafting, asset titling, beneficiary designations, and administrative details. Drafting clear terms for trusts and wills prevents later disputes. Properly transferring property titles and updating account beneficiaries ensures your plan will operate as intended. Other processes include preparing a general assignment of assets to trust, creating a certification of trust to facilitate third-party recognition, and filing petitions when a trust needs modification or validation. Regular reviews are important to reflect changes in family circumstances, finances, or laws. We help clients implement each step methodically to preserve their wishes and avoid common pitfalls.
Understanding common estate planning terms helps you make informed choices. This glossary explains items you will encounter during the planning process, including trusts, wills, fiduciary roles, and petitions that may arise after documents are created. Familiarity with these terms makes it easier to weigh options such as using a revocable living trust to avoid probate or setting up a special needs trust to protect benefits. We provide plain-language explanations so you understand how each element functions and how they work together to meet family needs and preserve assets for future generations.
A revocable living trust is a legal arrangement that allows you to transfer ownership of assets into a trust while retaining the ability to change the trust terms or revoke it during your lifetime. It designates a trustee to manage assets for your benefit and names successor trustees to manage and distribute property if you become disabled or die. Because assets held in the trust generally avoid probate, a revocable trust can provide privacy and quicker distribution to beneficiaries. Setting up and funding a revocable trust requires careful review of asset titles and beneficiary designations to ensure proper alignment with your intentions.
A pour-over will is a companion document to a trust that directs any assets not previously transferred into the trust to be transferred upon death into the trust administration. This ensures that property accidentally omitted from trust funding still becomes part of your overall plan. The pour-over will also permits nominations for guardianship of minor children and can serve as a safety net for assets received later in life. While a pour-over will still goes through probate for the assets it governs, it helps keep the overall distribution consistent with the trust terms and simplifies the administration.
A last will and testament provides instructions on how certain assets should be distributed and can name guardians for minor children. Wills go through the probate process, which is a public court procedure for validating the document and overseeing the distribution of assets. For some clients, a will is a sufficient and appropriate tool, particularly when estate assets are modest or when someone prefers a straightforward approach. Wills are often used together with trusts to capture assets that were not transferred into the trust during the grantor’s lifetime.
A financial power of attorney designates a trusted person to manage financial affairs if you cannot act, while an advance health care directive names decision-makers and states your medical care preferences. These documents are essential components of a comprehensive plan because they provide authority and instruction during periods of incapacity. Without them, family members may need to seek court appointment to manage your affairs. Properly drafted powers and directives give clarity to caregivers and financial institutions and reduce delay and uncertainty when critical decisions arise.
Choosing between a limited, document-only approach and a comprehensive estate plan depends on your objectives, asset complexity, and family dynamics. A limited approach may involve preparing a will and basic powers of attorney and can be suitable for those with modest estates or straightforward wishes. A comprehensive plan, by contrast, often includes a living trust, pour-over will, trust certification, and additional instruments to address incapacity and asset transfer without probate. We discuss the differences and the likely outcomes for each option so you can select a path that aligns with your needs and reduces future friction for your loved ones.
A limited estate plan may be sufficient when assets are modest, family relationships are uncomplicated, and the primary goals are to designate decision-makers and provide for minor matters. For clients whose holdings are mostly bank accounts and personal property with clear beneficiary designations, a will plus powers of attorney and a health care directive can create meaningful protections. This approach is often quicker to implement and less costly upfront. However, even modest estates should be reviewed periodically to ensure beneficiaries and account titles remain current and that the selected documents still reflect the client’s intentions.
If retirement accounts and life insurance policies already name beneficiaries and most assets are jointly held with transfer-on-death designations, the probability of a lengthy probate may be low. In such cases, planning can focus on powers of attorney, advance directives, and a will to address guardianship and residual matters. This limited approach simplifies administration while ensuring someone is authorized to handle financial and medical decisions when needed. It remains important to confirm that beneficiary designations are aligned with overall wishes and to update documents after major life events such as marriage, divorce, or birth of a child.
A comprehensive plan that includes a revocable living trust can reduce or avoid probate, allowing assets to transfer outside the public probate process and providing greater privacy for family matters. Avoiding probate can also shorten the timeline for distributions and reduce court-related expenses and supervision. For individuals with real estate, multiple accounts, or a desire for a smooth transition of management during incapacity, a detailed trust-based plan offers benefits that extend beyond simple document drafting. Proper implementation, including retitling and beneficiary coordination, is essential to realize these advantages.
Families with blended relationships, beneficiaries who require special protections, or owners of family businesses often need a comprehensive approach to address competing interests and long-term management. Instruments such as special needs trusts, irrevocable life insurance trusts, and retirement plan trusts can be incorporated to protect benefits, provide for ongoing care, or control distributions to beneficiaries. A full plan allows for contingency planning, successor management, and provisions to address creditor exposure or tax considerations, helping preserve assets for intended recipients while accommodating changing family circumstances.
A coordinated estate plan brings clarity to how assets are managed and transferred, reducing the burden on family members during emotionally difficult times. By combining trusts, wills, and powers of attorney, you create a system that addresses incapacity, minimizes court involvement, and ensures continuity of financial management. This approach also allows for precise instructions about distributions and care for beneficiaries who may need ongoing support. Comprehensive planning often includes steps to keep documents current and to align account titles and beneficiary designations so the plan operates effectively when needed.
Another benefit of a comprehensive approach is the opportunity to design practical mechanisms for trustee succession, asset protection within appropriate limits, and handling of unique assets such as family business interests or digital property. With thoughtful drafting and execution, your estate plan can provide structured oversight, reduce the chance of disputes, and promote a smoother administration. Regular reviews help maintain the plan’s relevance as laws and personal circumstances change, and we assist clients in taking the follow-up actions needed to preserve their intentions over time.
One of the strongest benefits of a comprehensive plan is ensuring that trusted individuals can manage financial and health matters if you become unable to do so. By naming successors in a trust and appointing durable powers of attorney and health care agents, the plan creates a clear line of authority that avoids court proceedings and delays. This continuity is especially important for maintaining mortgage payments, managing investments, and making timely medical decisions. Properly drafted documents reduce uncertainty and allow for orderly handling of obligations and personal care according to your instructions.
A comprehensive plan enables you to tailor distributions and protections for beneficiaries who may need special arrangements, such as minors, individuals with disabilities, or beneficiaries who might face creditor claims. Instruments like special needs trusts and carefully structured trust provisions can preserve eligibility for public benefits and provide ongoing support without jeopardizing government assistance. Trust terms can also set staged distributions, place conditions on inheritances, and establish oversight to help ensure that gifts are managed responsibly over time, reflecting your values and intentions for future generations.
Begin your planning by compiling a thorough inventory of assets, including real estate, bank and brokerage accounts, retirement plans, life insurance policies, business interests, and digital assets. Note account numbers, ownership details, and current beneficiary designations so nothing is overlooked. This inventory helps determine whether a trust or will is more appropriate and identifies accounts that require beneficiary updates. Keeping this information current makes it easier to fund a trust and reduces the risk of assets passing outside your chosen plan. A comprehensive inventory also helps identify potential issues such as jointly held property or accounts with outdated beneficiaries.
Life changes such as marriage, divorce, the birth of a child, or the purchase or sale of significant assets require updates to your estate plan to ensure it reflects current circumstances. Regular review every few years also provides an opportunity to adjust for changes in law or financial goals. When documents are kept current, family members face fewer surprises and the administration process becomes more straightforward. We recommend periodic reviews and are available to help revise documents, retitle assets, and confirm that beneficiary designations remain consistent with your intentions.
Creating or updating an estate plan gives you control over who manages your affairs, how your assets are distributed, and who will make health care decisions if you cannot. It also allows you to name guardians for minor children, protect vulnerable beneficiaries, and put structures in place to preserve family property. For residents of Modoc County, local considerations like real property in California and the need to coordinate state-specific forms make tailored planning valuable. Establishing a clear plan now reduces stress for loved ones later and helps avoid lengthy legal proceedings that can deplete estate assets.
Updating an existing plan is equally important when your family or financial situation changes. Marriage, divorce, births, deaths, significant changes in wealth, or changes in health all may require revisions to wills, trusts, beneficiary designations, and powers of attorney. Keeping documents aligned with current wishes helps ensure that your estate plan functions as intended. Our firm helps clients review their plans, recommend necessary adjustments, and assist with document revisions so that the plan remains practical and effective over time, reflecting both personal preferences and legal requirements.
People seek estate planning for a variety of reasons: approaching retirement, purchasing real estate, forming a family, caring for an aging parent, planning for a child with special needs, or managing a business succession. Any event that changes family structure or asset composition is a reason to prepare or update plans. Additionally, incapacity planning is important for anyone who wants to ensure medical and financial decisions follow their wishes. We work with clients in Modoc County to evaluate circumstances and propose practical documents that address immediate concerns and long-term goals.
When a family grows, designating guardians for minor children and creating trusts to manage funds for their care becomes a priority. A will can nominate guardians while trusts can manage assets placed for the child’s benefit, setting terms for when and how funds are used. Parents also often want to ensure that safety nets are in place should they become incapacitated. We help families articulate these intentions, draft the necessary documents, and explain how each element works together to protect children and provide financial stability during uncertain times.
Incidents of illness or incapacity highlight the need for powers of attorney and advance health care directives that spell out your financial and medical wishes. Without these documents, family members may lack clear authority to make timely decisions, delaying needed care or financial actions. Drafting durable powers of attorney and medical directives allows you to name trusted decision-makers and set boundaries on their authority. We assist clients in preparing these documents and discussing how to communicate their wishes effectively to family members and healthcare providers to reduce future uncertainty and conflict.
Owning real estate can create probate exposure unless titles are coordinated with the estate plan. Placing property into a properly funded living trust can ease the transfer upon death and maintain privacy and continuity for family members. For clients with property in Modoc County or elsewhere in California, we advise on deed transfers and steps to ensure the trust includes real property when appropriate. A proactive approach to property titling can minimize court supervision and enable a smoother transition for heirs while preserving the intended distribution of family land and residences.
The Law Offices of Robert P. Bergman serve clients across California with an emphasis on practical, locally informed estate planning for Modoc County residents. We provide in-person and remote consultations, assist with document preparation and execution, and guide clients through follow-up steps such as funding trusts and updating accounts. Our focus is on clear communication, dependable drafting, and implementing plans that work under California law. If you need assistance organizing a trust, will, powers of attorney, or other estate documents, contact our office to discuss your situation and start the planning process.
We emphasize personalized attention and clear explanations so clients understand how each document functions and what actions are required after signing. From drafting revocable trusts to preparing advance directives and powers of attorney, we provide comprehensive support through each stage of the planning process. Our approach includes reviewing asset titles and beneficiary designations, coordinating trust certification forms for third parties, and preparing petitions when legal validation is needed. Clients appreciate the practical guidance we provide to make planning straightforward and effective.
Communication and follow-through are central to our service. After preparing documents, we help clients with execution logistics, such as notarization and witness requirements, and outline steps for funding trusts and organizing records. We also offer guidance on coordination with financial institutions and retirement plan administrators to ensure beneficiary designations and account titles support the estate plan. This attention to implementation helps reduce the chance that technical oversights will undermine a client’s intended distribution or create avoidable administration steps for family members later.
We are available to assist with post-issuance matters including trust modification petitions, Heggstad petitions to bring assets into trust for administration, and certification of trust documents used to prove trust terms to third parties. Whether you need a simple will or an integrated trust plan with additional trust vehicles like irrevocable life insurance trusts or special needs trusts, we tailor solutions to the circumstances at hand. Our goal is to make estate planning clear, manageable, and aligned with what matters most to you and your family.
Our process begins with an initial consultation to understand your goals, family structure, and asset profile. We then propose a recommended plan and prepare draft documents for your review. Once documents are finalized, we coordinate signing, notarization, and witness requirements and provide instructions for funding any trusts. After completion, we supply organized copies and guidance on next steps such as updating beneficiary forms and titling accounts. We also offer follow-up services to adjust your plan as life changes occur, ensuring your estate documents remain aligned with your wishes.
During the first step, we gather detailed information about assets, family members, and planning objectives. This includes reviewing deeds, account statements, retirement plans, life insurance policies, business interests, and any prior estate documents. The consultation covers questions about guardianship, beneficiary preferences, incapacity planning, and potential tax or creditor issues. This information forms the foundation of a plan tailored to your needs and helps determine which documents—such as a revocable living trust, pour-over will, or special trust—will best accomplish your goals under California law.
We spend time listening to personal priorities, concerns about beneficiaries, and desired outcomes for asset distribution. Understanding family dynamics and long-term intentions helps inform the trust structure, successor trustee choices, and whether additional trust vehicles are appropriate. This conversation also addresses practical questions about who should hold decision-making authority during incapacity and how to structure distributions to protect vulnerable heirs. A clear articulation of goals in this early stage improves the odds that the final documents will match your expectations and function smoothly when needed.
We review any existing wills, trusts, powers of attorney, and beneficiary designations to identify conflicts and gaps. Examining property titles and account ownership reveals whether assets are already aligned with the intended plan or require retitling to a trust. This review helps determine follow-up tasks such as preparing deeds to transfer real estate into a trust or updating beneficiaries on retirement accounts. Addressing these details early reduces the risk that assets will fall outside the planned estate structure or become subject to probate when that outcome was not intended.
After gathering information and deciding on plan components, we draft tailored documents for client review. These documents may include a revocable living trust, pour-over will, powers of attorney, advance health care directive, and any specialized trusts needed for particular circumstances. We provide clear explanations of each provision, suggest practical refinements based on likely outcomes, and make revisions until the documents accurately reflect the client’s wishes. Careful drafting aims to minimize ambiguity and provide straightforward instructions for trustees, agents, and beneficiaries.
Drafting trust and will provisions involves setting terms for distributions, naming trustees and successor trustees, and establishing powers and duties for fiduciaries. We consider how to address contingencies such as incapacity, minor beneficiaries, and possible disputes. Draft language balances clarity with flexibility to meet evolving circumstances. We also prepare related documents like a certification of trust that trustees can present to banks and title companies to demonstrate trust authority without disclosing detailed trust terms.
We draft durable financial powers of attorney to authorize management of bank accounts, investments, and bills, and prepare advance health care directives to document treatment preferences and designate healthcare decision-makers. These documents include practical instructions about the scope and timing of authority and options for alternative decision-makers. Properly executed powers and directives help ensure that financial and medical choices are handled according to your preferences and provide safeguards against delays or disputes during critical times.
The final step involves executing documents with required witnesses and notarization, funding any trusts by retitling assets, and providing clients with organized copies and instructions. Funding a trust may include preparing deeds for real property, re-titling bank and brokerage accounts, and coordinating with retirement plan administrators to ensure beneficiary designations support the plan. We also assist with preparing certification of trust forms for third parties and with petitions if trust validation or modification becomes necessary. After execution, we review next steps to keep the plan effective in the long term.
Funding a trust is a critical implementation task and often requires updating titles and account information so assets are controlled by the trust. We assist clients with the necessary documents and provide guidance when dealing with banks, brokers, and title companies. Ensuring that deeds, account registrations, and beneficiary designations align with the trust reduces the chance that assets will be subject to probate or administrative delay. We help track completion of these tasks and advise on any additional steps to preserve the intended operation of the estate plan.
After documents are executed and trusts funded, we supply clear copies, a list of important contacts, and recommendations for safe storage and distribution to trusted family members or agents. We outline how often to review documents and what life events should prompt updates. Periodic reviews ensure the plan continues to reflect your wishes and adapt to changes in family circumstances or legal rules. When modifications are needed, we assist with amendments or petitions and provide guidance to ensure the plan remains practical and effective.
A last will and testament is a document that directs how certain assets should be distributed and can nominate guardians for minor children. Wills are typically subject to probate, which is the court-supervised process to validate the document and oversee distribution of assets. By contrast, a revocable living trust holds assets during your lifetime and names successor trustees to manage and distribute property at incapacity or death, often allowing assets to transfer without going through the full probate process. Trusts can provide more privacy and may result in faster distribution to beneficiaries. Choosing between a will and a trust depends on your goals, asset types, and family circumstances. Wills remain useful for naming guardians and handling assets not placed into a trust. A trust-based plan is commonly recommended when avoiding probate and facilitating seamless management during incapacity are priorities. We review your situation, explain the trade-offs, and suggest an approach that matches your objectives while ensuring legal requirements are met under California law.
Yes, funding a trust is a necessary step to ensure the trust controls the intended assets. Funding involves transferring ownership of accounts and property into the name of the trust, which may require re-titling real estate, updating bank and brokerage account registrations, and coordinating beneficiary designations where appropriate. Without funding, assets titled solely in your name may remain outside the trust and could be subject to probate, which is what the trust was often intended to avoid. We assist clients with the practical tasks involved in funding a trust, including preparing deeds for property transfers and communicating with financial institutions to update account registrations. We also prepare documentation like a certification of trust to present to banks and title companies, making it easier for third parties to recognize the trust’s authority. Proper follow-up ensures your plan operates as intended.
A durable financial power of attorney authorizes a named agent to manage financial matters on your behalf if you are unable to do so. This can include paying bills, managing investments, and handling banking transactions. An advance health care directive designates a person to make medical decisions and records your preferences for treatment. Both documents become essential if incapacity prevents you from making or communicating decisions yourself and they help avoid delays that might otherwise require court intervention. Drafting these documents involves naming primary and alternate agents, specifying the scope of authority, and including any specific instructions you want followed. We explain the legal implications of different provisions and draft documents that reflect the level of control and oversight you want to provide while making it clear to medical providers and financial institutions who is authorized to act and when.
Many trusts are revocable, meaning they can be amended or revoked by the grantor while the grantor is alive. This flexibility allows the trust to be updated for changes in family circumstances, asset holdings, or goals. Some trusts may contain provisions that restrict changes, and irrevocable trusts, once created, generally cannot be changed without meeting specific legal requirements. When modifications are needed, the appropriate mechanism depends on the original trust terms and applicable California rules. We help clients evaluate whether an amendment, restatement, or other legal step is appropriate when circumstances change. For irrevocable arrangements or plans that require court involvement, we can assist with petitions or settlement strategies. Regular reviews help determine when revisions are needed to keep the plan aligned with current circumstances and objectives.
If you die without an estate plan in California, your assets will be distributed according to state intestacy laws, which set a default order of inheritance that may not reflect your personal wishes. Intestacy can lead to unintended distributions, additional court involvement, and potentially greater delays and costs for your loved ones. Guardianship of minor children will also be determined without the guidance a will could provide. The absence of key documents may create uncertainty and conflict among family members during an already difficult time. Creating a will, trust, and appropriate powers of attorney gives you direct control over who inherits, who manages your affairs, and who makes healthcare decisions on your behalf. Even a modest plan can reduce the administrative burden on family members and help ensure your preferences are followed. We work with clients to prepare practical documents that address common concerns and minimize the risk of unintended outcomes under intestate succession rules.
You should review your estate plan whenever major life events occur, such as marriage, divorce, the birth or adoption of a child, a significant change in assets, or the death of a beneficiary or fiduciary. In addition, periodic reviews every few years can help ensure documents remain aligned with changes in law or personal circumstances. Keeping beneficiary designations, account titles, and trust funding up to date is essential for the plan to operate as intended when it is needed. During reviews, we confirm that successor trustees, agents, and beneficiaries are still appropriate and that any changes in assets or relationships are reflected in the documents. We also recommend updates when clients acquire new property, start or sell businesses, or when tax or fiduciary laws change in ways that affect planning choices.
Yes, you can name a guardian for minor children in your will. Naming a guardian allows you to express your preference for who should care for your children if you are unable to do so. A will can also establish trusts to hold and manage assets for minor beneficiaries until they reach an age you select. Selecting a guardian involves assessing the person’s willingness, ability to provide care, and compatibility with your parenting values. It is important to discuss your choice with the proposed guardian and to provide alternative nominations in case the primary choice is unavailable. Legal documents should be drafted carefully to ensure the guardian nomination is clear and that provisions for financial support and oversight are in place to protect the children’s long-term interests.
A special needs trust is designed to provide financial support to a person with disabilities while preserving eligibility for government benefits such as Medi-Cal or Supplemental Security Income. The trust can pay for supplemental needs not covered by public benefits—things that improve quality of life without counting as income for program eligibility. These trusts must be carefully drafted to avoid disqualifying the beneficiary from benefits and to address the unique circumstances of the beneficiary’s care and support needs. We work with families to determine whether a special needs trust is appropriate and to structure it with terms that serve the beneficiary’s long-term interests. Proper administration and trustee selection are important to manage distributions responsibly and maintain the beneficiary’s access to critical public supports.
A Heggstad petition is a legal procedure used in California when assets intended to be part of a trust were not properly retitled before the grantor’s death. The petition asks the court to recognize that the decedent intended those assets to be included in the trust and to direct that the assets be treated as trust property for administration purposes. This remedy helps avoid separate probate for those assets and allows them to be administered under the trust’s terms when certain evidence shows a clear intent to include the assets in the trust. When clients discover post-mortem that certain property was omitted from trust funding, we evaluate whether a Heggstad petition is an appropriate remedy and assist with assembling the necessary evidence and filings. The petition process requires careful factual support and legal argument to demonstrate that the decedent intended the assets to be governed by the trust.
To begin estate planning with the Law Offices of Robert P. Bergman, contact our office via phone at 408-528-2827 or through our website to schedule an initial consultation. During that meeting, we will discuss your family, assets, and planning goals, and explain available options such as trusts, wills, powers of attorney, and advance health care directives. We provide clear guidance on next steps, document preparation, and implementation requirements tailored to California law and your circumstances. After the initial consultation, we draft proposed documents for your review, coordinate signing and notarization, and assist with funding and follow-up tasks to ensure your plan functions as intended. We also offer periodic review services to keep documents current as life changes occur. Contact us to arrange a conversation and begin creating a practical plan for your future and your family’s peace of mind.
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