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Probate/Estate |
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Probate
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Wills 1. Simple Last Will and Testament
2. Reciprocal Husband and Wife Wills
3. Wills with Minor Support Trusts
4. Pour-over Wills
5. Specific Bequests
6. Special Needs Wills
Living Will 1. Living Will Declaration 2.
DNR Orders 3.
Anatomical Donor Registry Form 4.
Agent designation Power of Attorney 1. Durable Power of Attorney for
Health Care (DUROPOA) 2.
End-of-Life Decisions 3. Declaration of Mental Health
Treatment 4. General Power of Attorney 5. Limited Financial Power of
Attorney 6. Real Estate Power of Attorney Estate Planning 1. Revocable Living Trusts 2.
Irrevocable Living Trusts 3.
Minor’s Insurance Trusts 4.
Spendthrift Trusts 5.
Joint Tenancy with Rights of Survivorship 6. Transfer on Death assets Estate Administration 1. Probate Court
2.
Opening the Estate
3.
Collecting Assets and Identifying Debts
4.
Inventory and Appraisal
5.
Payment of Debts and Expenses
6.
Distribution of Assets
7.
Accounting
8.
Notice of Final Account
9.
Closing the Estate
10.
Transfer of Non-Probate assets
11.
Payment of Taxes
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