Trusts, Estates & Probate

A cited summary and gap list for the first meeting, showing where every asset really goes, not two hours of reading.

A first-draft plan set in an hour, every clause tied to the client's facts.

No asset left to probate because a deed or form was never changed.

Every probate deadline and form tracked from the will and the court's rules, and the whole plan moves when the court does.

The court inventory drafted in a day, every value cited to its statement.

A court-format accounting that ties to every statement, with the principal-or-income rule cited on every line.

Trustees and counsel see every duty and date, with the clause behind it.

Every withdrawal in the five-year look-back explained in plain words, with its page, before the caseworker asks.