PLEASE COMPLETE THE INFORMATION BELOW
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Estate Planning
PLANNING FOR ADULT CHILDREN
To get started, submit your information below and we will schedule a free consultation. Note: If your adult children are already out-of-state, our firm now offers electronic notarization of the Healthcare Power of Attorney and Financial Power of Attorney. The documents can be signed and notarized while the child is in their dorm room or
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PRE-PROBATE
As the fiduciary for an estate, it is important to ensure the proper process is followed during administration. Below is information we may have discussed in the initial meeting. This information should not be shared with any third party. Thus, you will not want to share this link or website address.
OPEN PROBATE
As the fiduciary for an estate, it is important to ensure the proper process is followed during administration. Below is information we may have discussed in the initial meeting. This information should not be shared with any third party. Thus, you will not want to share this link or website address.
INVENTORY
As the fiduciary for an estate, it is important to ensure the proper process is followed during administration. Below is information we may have discussed in the initial meeting. This information should not be shared with any third party. Thus, you will not want to share this link or website address.
COLLECT ASSET AND DEBT INFORMATION
As the fiduciary for an estate, it is important to ensure the proper process is followed during administration. Below is information we may have discussed in the initial meeting. This information should not be shared with any third party. Thus, you will not want to share this link or website address.
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ACCOUNTING
As the fiduciary for an estate, it is important to ensure the proper process is followed during administration. Below is information we may have discussed in the initial meeting. This information should not be shared with any third party. Thus, you will not want to share this link or website address.
FIDUCIARY GUIDANCE
As the fiduciary for an estate, it is important to ensure the proper process is followed during administration. Below is a video with information we may have discussed in the initial meeting. This information should not be shared with any third party. Thus, you will not want to share this link or website address.
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FUNDING A TRUST BY ELLIOTT STAPLETON
Funding a Trust: Introduction Life Insurance and Retirement Accounts Automobiles Real Estate Privately Owned Businesses Investment Accounts Taxpayer Identification Number (TIN or EIN) Bank Accounts Assignment of Tangible Personal Property
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