SIMPLIFY ESTATE SETTLEMENT

Your Thomas Walters Estate Planning attorney will develop a custom, comprehensive estate plan specifically designed to evolve with you and your family. Even as laws and personal circumstances change, our services cover you. 

Your Estate Planning portfolio will include:  

  •     Last Will and Testament or Pour-Over Will
  •     Revocable Living Trust
  •     Trust transfer documents
  •     Property Power of Attorney 
  •     Health Care Power of Attorney 
  •     Estate Planning Letter 
  •     Location Lists 
  •     Living Will 
  •     Instructions for Executors of a Will or Settlers and Trustees 
  •     Glossary of legal terms applicable to your estate 

Easy to Understand Documents: Your estate planning portfolio is for you and your family. Thus, we include instructions and explanations that leave no room for confusion. Your loved ones can pick up the portfolio, and know exactly what to do. 

Lifetime Lawyer Program: We value our client relationships. We not only offer you lifetime lawyer benefits, but we hope you enjoy your close relationship with our firm. Upon your death, the relationship continues when your heirs reach out to us for help only to find the comfort and ease that comes with simplified estate settlement.  

Out-of-state Property: With TW Estate Planning's multi-state presence, our attorneys possess the expertise to incorporate relocations from one state to another, property owned outside the state of residence, and heirs that live in other states. 

Easy, Secure Access to Estate Plans: Our clients never have to worry about misplacing their documents or theft.  At Thomas Walters Estate Planning, we securely store every estate planning document. This allows us to provide you and your approved heirs (upon your death) immediate access to your estate planning documents.


PROBATE LEGAL SERVICES

When someone passes away while owning certain assets in their name, the surviving family members and loved ones must go through the court-supervised Probate process to settle the estate.

Probate is a legal procedure requiring a Court to validate a Last Will and Testament, appoint an executor, and then grant the executor authority to transfer assets from the name of the deceased into the names of the appropriate heirs.

The Executor’s duties include the identification and inventorying of the deceased person’s assets, obtaining appraisals for any property, notifying creditors, paying debts, completing tax returns, filing taxes, completing necessary accounting, and distributing remaining assets in accordance with either the Last Will & Testament or state law.

Tasks the surviving family members may be expected to handle during Probate include, but are not limited to:  

  •     Identifying and completing all applicable Probate Court forms
  •     Getting all necessary heirs' signatures
  •     Timely filing all court documents
  •     Getting appropriate signatures on various court orders
  •     Working with the legal departments of the financial institutions in which the               deceased held assets
  •     Liquidating financial accounts of the deceased 
  •     Accumulating assets into a single account
  •     Maintaining detailed accounting records throughout the Probate process
  •     Transferring ownership titles for all real estate (including time shares) from the          deceased's name to the name of heirs
  •     Re-titling vehicles  
  •     Interpreting the deceased’s Last Will & Testament to ensure that various parties        involved receive particular information at the proper times during the process  
  •     Complying with federal estate tax laws
  •     Completing necessary tax reporting filings

The attorneys at Thomas Walters Estate Planning understand the subtle nuances and endless requirements of probate and estate administration. We are experienced in easing the burden on families by expediting and simplifying the process. You do not have to go through it alone.