Services

Estate Planning

  • Wills
  • Trusts (revocable and irrevocable)
  • Powers of Attorney
  • Incapacity Planning
  • Advance Healthcare Directives
  • Guardianship Nominations for Minor Children
  • Assistance with Fiduciary Selection (trustee, executor, agent under power of attorney)
  • Trusts and Estates
  • Deeds
  • Assignments of Property
  • Trust Certifications

International

  • Guiding U.S. citizens and holders of “green cards” and visas in finding solutions to challenges involving international families, asset planning and estate planning
  • Providing advice on U.S. estate planning, probate and trust administration to U.S. citizens and holders of “green cards” and visas
  • Assisting with the estate planning for assets within and outside the U.S. as part of the overall estate planning process
  • Coordinating estate planning with counsel and tax advisors in other countries

    • (Counsel available in German and English)

Probate

  • Assisting Executors/Personal Representatives with the Probate Process
  • Handling Petitions for Probate
  • Drafting Affidavits of Death of Joint Tenant
  • Preparing Affidavits for Real Property of Small Value
  • Assisting with Small Estate Affidavits
  • Drafting and Filing Spousal Property Petitions

Trust Administration

  • Advising Trustees (during the trust administration process after a death Advising)
  • Trustees and Beneficiaries of Irrevocable Trusts
  • Drafting and filing Affidavits of Death of Trustee
  • Drafting and filing Affidavits of Change of Trustee
  • Handling Trust Modifications
  • Preparing and Filing Heggstad Petitions