Wills and Trusts
If you die without a will, the state decides what will happen to your assets and your estate as a whole.
Wills and Trusts: What’s the difference?
A Will gives you several options concerning how your estate and assets will be distributed after you pass away. If you die without a will, the state decides what will happen to your assets and your estate as a whole.
A Trust allows you to appoint a Trustee to distribute your assets according to your instructions.
Why you need a Will or Trust put in place:
• To avoid Probate, which is costly, confusing and the court will decide what happens with your Estate.
• Your loved ones are in mourning, dealing with Probate puts a huge burden on them.
For example, certain tax returns need to be filed and there are several forms that must go through the court system. Probate is a long arduous process and will take longer for your beneficiaries to access your estate. This means your property and assets will not be accessible until it goes through the court system.
What Our Clients Say
Bailey was quick to respond.
“I was getting ready to travel out of the country for a length of time and needed some personal and financial documents updated. Bailey was quick to respond to our request. She processed multiple detailed documents in a short amount of time. She even arranged for the notary and filing of the documents with the courts, which was not expected but very helpful.”