Legal Services
If you have taken the time to accumulate an estate for your heirs, you owe to them and yourself to ensure your Will and Estate Plans are properly executed. Anyone expecting an inheritance should get advice from asset management professionals. An asset management professionals can advise you about how to protect and prepare for an inheritance. Consult with our asset management professionals about receiving your inheritance with the most asset protection, the least possible taxes, and the most privacy possible.
Your Family Matters has partnered with Trust and Will to make the process of estate planning and settlement as simple as possible. Estate planning and settlement can be overwhelming. That’s why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one’s estate as simple and straightforward as possible. Once you have completed the draft documents, schedule an appointment with Legal section. Together we will review your documents and advise on the actions required to fully execute the action.
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Estate Planning & Learning Hub
Trust
What you need to know about a Living Trust vs Revocable Trust in Estate Planning… and more!
Probate
Whether you want to be in control, have someone help you, or get support from an attorney, various plans let you choose how you engage with the process.
Estate Planning
How to create your own Digital Estate Plan ~ How to Probate a Will without a Lawyer ~ What an Executor needs to know.
Other Legal Services
Notary Service
Witness
For legal transactions and documents
Fiduciary Duties (Executor and Trustee Services)
Hire us to oversee the execution of your trust, will, and guardianship directives. We will ensure your wishes are fulfilled.