Do these questions ever keep you awake at night?

• Will your family have to go to court when you die?

• Who will take care of your children?

• Should your memory fail, or you feel you no longer think straight, will a trusted person manage your money and do things the way you want?

• Do you have a disabled child? What will happen to them when you die?

• Divorced or remarried? Are you sure that your children will be provided for when you die?

• Personalized service with Martha Jo Patterson so that all questions are answered and help is provided with no additional cost
• A Revocable Living Trust Agreement that eliminates probate and the need for conservatorship proceedings in regard to all assets transferred into the trust. This trust directs the disposition of your assets to your chosen beneficiaries.
• For married couples who want to minimize estate tax or provide asset protection to each other our carefully drafted
• Wills that ensure that all property is transferred to the chosen beneficiaries, even if an asset is not transferred to your living trust during lifetime.
• Comprehensive Attorney-drafted and Statutory Durable Powers of attorney that allow your spouse or another trusted person to sign documents and handle financial matters for you. This document is particularly helpful if mental disability prevents you from managing your own affairs.
• Advance health care directives, which give directions to physicians and family members regarding continuation of life support systems and other medical treatment preferences.
• Thoughtful incapacity planning to ensure that you are protected in the event you become unable to manage your affairs for a period of time (incapacity is a major risk for everyone, regardless of age).
• A deed transferring your home into your revocable living trust (it won’t work if it doesn’t have your assets inside of it, change of ownership form to avoid tax reassessment of your property, and letters to your homeowners and title insurance companies to ensure that your trust is covered under your policies.
• Community property agreements to classify all property as community (if appropriate) to ensure complete avoidance of capital gains taxes on the death of one spouse.
• Fill in the blank instructions to Guardian to provide essential information about your child’s needs.
• Fill in the blank Memorial instruction forms to express your preferences and protect your family from over-spending or from uncertainty about your wishes after your death.
• Letters to all the people you named as guardians, trustees, or other key positions explaining to them the honor, responsibility and definition of their role in your plan. The letters also share where to find the documents when they’re needed. Further explanation by phone to help them understand what your plans means and what you need from them is available upon request.
• Letters to people who care about your child with special needs advising them of the creation of your child’s Special Needs Trust and how to avoid inadvertently harming the child in their own estate plan.
• You will receive the ORIGINALS of all documents you sign. You will be in control of storing them. We will maintain a copy of all your documents, and you will receive a complete copy of all documents for your convenience.
• A form for you to complete describing where all your important documents are maintained. This form will be mailed upon request to your guardians, and trustees.
• A free appointment to assist you in completing all the forms necessary to fully fund your trust.
• Lifetime Peace of Mind Meetings. Any time you experience a major life event or feel the need to talk to an Attorney about a major and unexpected issue you can call us and schedule a Peace of Mind meeting at no charge. For life.
• In the event of your death or incapacity, your guardians and trustees, each will be entitled to a free one half hour consultation.