Simple Wills, and Complex Wills with Testamentary Trusts and Tax Considerations
Revocable and Irrevocable Trusts, Special Needs Trust, Life Insurance Trust
Power of Attorney:
Healthcare Power of Attorney, Financial Power of Attorney, Limited; Durable
Handle all phases of the Probate Process for decedent’s Estate with or without a Will, Petition for Letters Testamentary; Administrators, Temporary Administrators, Attend Emergency hearings, Objections to Will/Fiduciary, Twelve Months Support Petition, Conservatorships, Guardianships, Mediating Settlements with heirs, Probate Court representation, missing heir searches and communication with heirs about Georgia probate laws and procedures.
Executor Support with Administering Estate:
Provide detailed Asset and Liability Analysis, Accounting of Estate for Distribution with spreadsheets and balance sheets, calculation of commissions, asset transfers, stock transfers, and real property deeds, and communication with heirs about the probate process and Georgia laws.
Estate and Trust Management:
Estate attorneys serving for years as both Trustee and Executor for multiple estates and managing over 3 million dollars. Provide bookkeeping and financial management for Special Needs Trusts and Estates; prepare annual budgets; projections for future income and expenses; Yearend Tax accounting reports to the CPA; property management and welfare oversight for incapacitated individuals.