My Services
ESTATE PLAN
Revocable Living Trust / Will / Power of Attorney / Healthcare Directive
- Revocable Living Trust, Declaration, Schedule A, certification
- Pour-Over Will
- Durable Power of Attorney
- Health-Care Directive
- HIPAA (Health Insurance Portability and Accountability Act)
PROPERTY DEED TRANSFER
Property Deed Transfers to/from Trust
PROBATE
Services for Trust and Probate Attorneys
COURT ACCOUNTING
Probate / Conservatorship / Guardianship
FIDUCIARY ACCOUNTING
Court Accounting for Fiduciaries
TRUST ACCOUNTING
Trust Accounting (special needs trust, probate)
PARALEGAL SERVICES
Paralegal Services for Trust and Probate Attorneys
TRUST ADMINISTRATION
Mail Notices, Trust Accounting, and Transfer of Assets (Per Attorney Instruction)