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Schedule a complimentary 15 minute telephone call to discuss your planning needs.

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Free Tools for you to download.
Confidential Estate Planning Worksheet
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Our Comprehensive Process
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Comparison of Core Estate Planning Options - Wills vs Trusts
Size: 152 KB
Physician Competency Affidavit
Size: 34 KB
Fillable Thought Sheet
Size: 136 KB
June 2021 IRA Newsletter
Size: 2.4 MB
Create your Asset Map
Log into your MyCase Portal
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Stay the Course
Size: 2 MB
Infographic Marathons and Markets
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Frequently Asked Questions

When someone passes away, their Will needs to be submitted to probate. The best way to avoid probate is by having the bulk of your assets owned by trust during your lifetime. However, a Will is always required because there may be assets that are left in your individual name, either intentionally or unintentionally.
The next best way to preserve privacy may be to have your assets poured into your trust after you pass. The Will continues to be a public record document, but the only known information to the public would be who the executors are, and that the assets were poured into the trust. The Trust remains private. Other ways to avoid probate or to use transfer on death/payable on death designations as well as beneficiary designations. After your documents are signed and we conduct an asset alignment meeting I will guide you on each of your assets individually.
No executor can be forced to serve. If the executor chooses not to serve, they can renounce and the next one in line names in the Will will serve. If the executor chooses to serve & then delegate their role to an attorney, accountant, or any other professional they can do so.
They may be paying the professional fees out of the estate. However, once formally renounced, it would be difficult to regain that title.
Yes, they have the power to not accept the trusteeship. At that point, it would just go to the next person in order, and if there is no one else named, there are provisions within the trust to have an independent trustee named.