Many people put off estate planning because they believe it will be a difficult process. At Shur Law, we make it easy.
While we create your estate plan, we will focus on helping your trustee and/or executor avoid the long, stressful, and expensive process of probate.
In order for your estate to avoid probate, you must have all assets you own at the time of your passing in either a properly executed Trust or designated as a “payable on death” or “transfer on death”. Examples of some of these documents and designations used to transfer ownership outside of probate (non-probate) are:
- Transfer on Death Deed;
- Payable on Death Bank Transfer;
- A form you request from your Bank.
- Payable on Death BMV Transfer; and
- A form you request from the BMV.
- Life Insurance Beneficiaries.
- A form you request from your Life Insurance
We recommend that every estate plan have a minimum of a Final Will and Testament or Pour-over Will and a Financial and Medical Power of Attorney. There are additional documents that we can prepare such as a living will or health care directive. We can discuss these and others upon your request.
We will draft your estate planning documents and then reach out to schedule a signing meeting. Prior to your signing meeting, we will send you a draft of your documents for your review. Please reach out to us with any changes that you would like to make before your scheduled signing meeting. You will need to bring your identification to the signing meeting and it usually takes about an hour.
Expectation Setting
Estate Planning Cases usually take between 2-4 weeks but can take 3-4 months depending on the nature of your assets, the level of planning needed, and your availability.
Call 513-449-0990 to schedule a consultation with one of our estate planning attorneys.