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We find that our clients appreciate having a written summary to help explain fundamental concepts related to estate planning and probate. Below are some of these summaries.
© Melissa J. Willms
Photo used with permission of Tony Newlin
FAQs Memos
Our "Frequently Asked Questions" memos provide straightforward answers to many common questions about various estate planning topics. Here is a list of titles currently available:
Getting Started with Your Estate Planning
Tax-Planned Wills for Married Couples
Titling Account (for married couples)
Photo used with permission of Tony Newlin
Basics Memos
Our Basics memos provide more detailed discussions of selected topics. The following titles are currently available:
Leaving a Letter of Instruction to an Executor
Leaving a Letter of Instruction to a Trustee of a Revocable Trust
What Every Executor Ought to Know
What Every Trustee Ought to Know