Wills, Trust & Estates Support Services

Will Preparation and Review

• Draft and review wills based on client specifications
• Ensure compliance with state-specific laws and regulations
• Prepare supporting documents such as affidavits and witnesses' statements

Trust Formation and Administration

• Assist in drafting various types of trusts (revocable, irrevocable, special needs, etc.)
• Prepare trust funding documents
• Support ongoing trust administration tasks

Estate Planning Document Preparation

• Create comprehensive estate planning packages
• Draft powers of attorney, healthcare directives, and living wills
• Prepare estate planning questionnaires and client intake forms

Probate and Estate Administration Support

• Assist with probate filings and court procedures
• Prepare inventories of estate assets and accountings
• Draft correspondence with beneficiaries, creditors, and financial institutions

Asset Inventory and Valuation Assistance

• Compile comprehensive lists of client assets
• Research and document asset valuations
• Prepare reports for attorney review

Legal Research and Case Law Analysis

• Conduct thorough research on estate planning laws and regulations
• Provide summaries of relevant case law and legal precedents
• Stay updated on changes in estate tax laws and planning strategies

Client Communication and Coordination

• Manage client inquiries and schedule appointments
• Facilitate the gathering of necessary documents and information
• Provide regular updates to clients on the status of their estate planning matters

Document Management and Organization

• Maintain meticulous digital and physical filing systems
• Ensure proper execution and storage of all estate planning documents
• Implement efficient document retrieval processes