This is a sampling of our latest estate planning and probate work. We believe that the most important aspect of our jobs is ensuring our clients goals are met. We are proud of our work and happy to showcase it here.
This couple came to us via Yelp. They did not have an estate plan in place to pass their simple estate to their adult child. They had no real estate and just wanted to make sure their financial accounts went to their child along with establishing a plan in case one or...
These clients came to us from an internet search. They were interested in generally making sure their assets when where they wanted them to go and reducing WA state and federal estate taxes if possible. They also wanted to ensure that several charities were included...
These clients came to us from a referral. They wanted to make sure their kids would be able to inherit their multi-million dollar estate without the hassle of probate. They also wanted maximum flexibility to change their estate plan right up until the moment the last...
This client realized that he was getting older and his memory was not what it used to be. He wanted to make sure his kids were taken care of if he could no longer take care of himself or if he passed away. His only major asset was a home, but that was his legacy and...
This client found us through an internet search. He’d had some health complications in recent months, and wanted to make sure that he had a plan in place should something happen. This client didn’t have any children, but he had more than a handful of...
These clients found us online and were interested in putting a plan in place for their minor child if something happened to both of them. The challenge was that most of their family lives overseas, including the alternate long-term guardians of their child. In order...
This client came to us to create a plan to ensure that his minor children were taken care of if something happened to him, but he wanted to ensure that the assets were not used to totally fund the children’s lifestyles. In essence, the client wanted safeguards...
These clients came to us from a referral from a friend who had previously worked with us. They were interested in generally making sure their assets went where they wanted them to go and avoiding WA state estate taxes if possible. They didn’t have much of a plan...
This client is a widow with a minor child and two adult step-children. She owns multiple properties, a business, and has retirement assets that she wanted to divide between her biological child and step-children. She wanted the ability to manage her assets throughout...
This client was previously married but has no children. She wanted to make sure her nearly $4M estate passed in a very specific way, with her ex-spouse receiving her share of their house and her current significant other getting the house they live in together. She...
This client is the father of both an adult and a minor child, and he wanted to make sure both were protected and provided for in the event something happened to him. Additionally, because this client is not married to the mother of his minor child, he needed a will to...
This client originally found us online because she was looking for someone to draft a will for her and she saw we had excellent reviews. She has lived a full life, had no spouse or children, and wanted to leave a house and some investments to charity. We discussed...
These clients had an estate worth over $11M, but their children were barely old enough to go to college. With an estate including a home, a rental property, various investments, and a shared interest in an LLC, they wanted to make sure that their children were taken...
This single father found us through an online advertisement. He was about to leave on a year-long travel adventure but wanted to make sure his daughter was taken care of in case something happened to him. He didn’t have any real estate, but his investments...
These clients came to us from a search online. They are a blended family—the husband had kids from a prior marriage—but his children were already well off. They wanted to leave their $3.3 million estate to their shared daughter for her benefit. The best way to do...
Based on their needs they chose to do the tax trust package, which includes: – Credit Shelter Trust; – Revocable Living Trust; – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Health Care Directive; – Disposition...
Based on their needs they chose to do the trust package, which includes: – Revocable Living Trust; – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Minor Power of Attorney – Minor Medical Power of Attorney –...
Based on their needs they chose to do the trust package, which includes: – Revocable Living Trust; – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Health Care Directive; – Disposition Instructions; and – Quit...
Based on their needs they chose to do the tax trust package, which includes: – Credit Shelter Trust; – Revocable Living Trust; – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Minor Power of Attorney – Minor...
Based on their needs they chose to do the trust package, which includes: – Revocable Living Trust; – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Minor Power of Attorney – Minor Medical Power of Attorney –...
Based on their needs they chose to do the foundational package, which includes: – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Health Care Directive; – Disposition Instructions; and – Transfer on Death Deed The Will...
Based on their needs they chose to do the trust package, which includes: – Revocable Living Trust; – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Health Care Directive; – Disposition Instructions; and – Quit...
Based on their needs they chose to do the tax trust package, which includes: – Credit Shelter Trust; – Revocable Living Trust; – Wills; – Powers of Attorney; – Medical Powers of Attorney; – Minor Power of Attorney – Minor...
These clients were a married couple in their 60’s with 3 adult children. With an Estate valued at $1.4M and real estate holdings, they were looking for an Estate Plan that mainly focused on their Wills and leaving their Estate to their 3 children equally. Based...
This probate was pretty straight forward even though there was no will. A probate with no will can become complicated because there is often no presumptive Personal Representative. It’s kind of a “whoever asks gets to do it” kind of a process, with...
This is the classic example of someone hiring a probate attorney to help with the complexity of probate and not wanting to try to figure it all out on their own. All in all a pretty straightforward situation. Decedent died, left a will, and named 20 beneficiaries (ten...
This was a pretty run of the mill probate, all things considered, and we were happy to help. This particular probate client happened to also come to us for estate planning as well a few years ago and passed away after a long and wonderful life. Unfortunately, though,...
This was actually one of those probates that reminds you how important it is to have a valid will in place (and how an invalid will can really mess things up) an why it’s important to talk to a good estate planning attorney. The client came to me looking for a...
These clients were a married couple with two minor children. They wanted to provide for their children and provide guardian designations in case something happened to them when their children were still minors. We created a trust plan for them, which included:...
These clients were a married couple with one adult child. Their goals included leaving gifts to their son and avoiding probate. We created a trust plan for them, which included: A Trust; Wills; Powers of Attorney for Finances; Powers of Attorney for Health Care;...
This client was a single woman in her seventies with two adult children. She did not have an existing plan. Her goals included making sure her assets went where she wanted to gift them, and to set up her advance health care directive and medical documents. We created...
These clients were a married couple with two adult children and three minor children, and also owned a business. They had an existing plan, but wanted to update it as it was outdated. We created a trust plan for them, which included: A Trust; Wills; Powers of Attorney...
These clients were a married couple with three adult children. Their goals included providing for their children, donating to charity, and avoiding probate. We created a trust plan for them, which included: A Trust; Wills; Powers of Attorney for Finances; Powers of...
These clients were a married couple with adult children. They also owned a business. Their goals were to provide for their children, and to avoid probate. We created a will plan for each of them, which included a: Will; Power of Attorney for Assets; Power of Attorney...
These clients were a married couple with one minor child. They had planned an upcoming vacation, and wanted to make sure their child would be taken care of if anything happened. We created a will plan for each of them, which included a: Will; Power of Attorney for...
These clients were a married couple with one minor child. Their goals were to avoid probate and provide for their child. We created a trust plan for them, which included: A Marital Deduction Trust; Wills; Powers of Attorney for Assets; Powers of Attorney for Health...
These clients were a married couple in their sixties, with four adult children. Their goals included leaving their estate to the people they wanted to leave gifts to, ensuring their business went where they intended it to go, and providing for their family. We created...
This client was a man who was in the process of getting divorced, who did not have any children. His goals included leaving gifts to his family, and donating to charity. We created a will plan for him, which included a: Will; Power of Attorney for Finances; Power of...
These clients were a married couple who had one minor child and were expecting another child in two months. They were also business owners. Their goals were to protect their assets, provide for their children, and avoid probate. We created a trust plan for them, which...
These clients were a married couple with two adult children. They were planning an upcoming trip out of the country. Their goals included providing for their children, avoiding probate, and making charitable gifts. We created a will plan for each of them, which...
These clients were a married couple with adult children. They were permanent residents of the United States, and owned real property here. Their goals were to provide for their children, and to ensure their property would go where they intended for it to go. We...
These clients were a married couple with three minor kids. The wife was an Australian citizen. Their goals were to provide for their children and avoid probate. We created a will plan for both of them, which each included a: Will; Financial Power of Attorney; Medical...
This client was a single man with no children. His goals included providing for his family and ensuring his real property would go to the people he wanted to give it to. We created a trust plan for him, which included a: Trust; Will; Financial Power of Attorney;...
This client was a single woman with no children. Her goals included leaving her assets to the people she cared for, and creating a Power of Attorney. We created a will plan for her, which included a: Will Power of Attorney for Assets Power of Attorney for Health Care...
These client were a married couple with two adult children. Their goals were to care for their children and leave gifts to the people they cared for. We created a will plan for each of them, which included a: Will; Power of Attorney for Assets; Power of Attorney for...
These clients were a married couple with two adult children, and an existing estate plan. They wanted to update their estate plan and re-create their trust to reflect their current situation and desires. One of their primary goals was to ensure their assets were...
These clients were a married couple with two minor children. They wanted to provide for their children and provide guardian designations in case something was to happen to them while their children were still minors. Their plan included: A Trust; Pour Over Wills;...
This client was a single woman with one adult child. She had recently moved to Washington State from California, and wanted to create a new plan under Washington State law. We created a will plan for her, which included a: Will; Power of Attorney for Finances and...
These clients were a married couple with two adult children. Their goals were to protect their kids in case anything happened to them. We created a trust plan for them, which included: A Trust; Wills; Powers of Attorney for Finances; Powers of Attorney for Health...
This client was a married woman with no children. She wanted to create a probate avoidance trust that provided her estate in a trust for the lifetime of her husband. We created a trust plan for her that included a: Trust; Pour-Over Will; Financial Power of Attorney;...
These clients were a married couple, both with children from previous relationships. They wanted to create a trust to ensure that their children would receive equal shares of their combined estate. They also wanted to create a special needs trust for one of their...
These clients were married men with two children. They wanted to provide for each other in the event of their deaths. We prepared a will plan for them. Each plan included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Living Will. The Wills...
This client was a single woman with one minor child. She wanted to provide for her child. We created a trust plan for her, which included a: Trust; Will; Power of Attorney for the Care of Minor Child; Designation of Health Care Representative for Minor Child;...
These clients were a married couple with two minor children. They wanted to provide documentation to protect their minor children and to pass their estate along to them. They both created will plans, and each plan included a: Will; Financial Power of Attorney;...
These clients were a married couple with four adult children. We created a Trust plan for them that included: A Trust; Pour-Over Will; Financial Power of Attorney; Healthcare Power of Attorney; Health Care Directive; and A Deed. The Trust enables the clients to...
This client was an unmarried man who was recently divorced, and had two minor children and business assets. He had an existing plan, and chose to create a new one to match his current situation. His goals were to avoid probate and provide for his children. We created...
These clients were a married couple with two children from a previous marriage. They wanted to prepare their estate for their children. We created a Dynasty Trust Plan. This included a: Trust; Pour-Over Will; Financial Power of Attorney; Healthcare Power of Attorney;...
These clients were a married couple with two minor children. Their goals were to provide for their children and to update their existing estate planning documents. We created a Trust Plan for these clients, which included: A Trust; Wills; Financial Powers of Attorney;...
These clients were a married couple with adult children and grandchildren. They had an existing estate plan, but wanted to update it to be in accordance with the current estate laws in Washington State, and to correctly reflect the nature of the gifts left to their...
These clients were a married couple with one minor child. We created a Trust Plan for them that included: A Trust; Pour-Over Wills; Financial Powers of Attorney; Healthcare Powers of Attorney; Healthcare Directives; and A Deed. The Trust enables the clients to...
These clients were a married couple with one minor child. They wanted to create a trust for probate avoidance and to provide distribution of assets at specific ages to their daughter. We created a Trust Plan for them, which included: A Trust; Pour Over Wills Financial...
These clients were a married couple with two adult children. We prepared a Will Plan for each of them. Both plans included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Living Will. The Will distributed their estate to their children and...
These clients were a married couple with two children. We prepared a Trust Plan for them. This included: A Trust; Pour Over Wills; Financial Powers of Attorney; Healthcare Powers of Attorney; Living Wills; and A Deed. The Trust allows the clients to accomplish their...
These clients were a married couple with one minor child. We prepared a Will Plan for each of them. Each plan included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Living Will. The Wills enable the clients to accomplish their goals in...
This client was a single man with no children, who wanted to distribute his estate to his family. We prepared a Will Plan for him that contained a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Advance Healthcare Directive. The Will enables the...
We prepared wills plans for his parents. They wanted to provide for their children and for each other in the event of their death. The Wills plan contained a Will, Financial Power of Attorney, Healthcare Power of Attorney, and Healthcare Directive. The Will provided...
This client was an unmarried woman with three adult children. She wanted to provide specific distribution instructions to pass her estate on to her children, family, and friends. We created a Trust plan for her that contained a: Trust; Pour Over Will; Financial Power...
These clients were an elderly married couple with adult children. They wanted to provide for their children and for each other in the event of their death. We created a Will Plan for each of the clients. The Will Plans contained a: Will; Financial Power of Attorney;...
This client was an unmarried man with two adult children. He wanted to distribute his estate to a large number of his family and friends. We created a Trust plan for him that contained a: Trust; Pour-Over Will; Financial Power of Attorney; Healthcare Power of...
These clients were a married couple with two minor children. They wanted to provide for their children and put their property from other counties into a trust to be passed to their children. We prepared a Trust Plan for them. This included: A Trust; Pour Over Wills;...
These clients were a married couple with two adult children. They wanted to provide for their children and hold their assets in a trust until their children were old enough to handle funds. We created a Trust Plan for them that contained: A Trust; Pour-Over Wills;...
This client was a married woman with one minor child, but the plan we created was only for her and not her husband. She wanted to provide for her daughter and make sure that her daughter was taken care of. We prepared a Will Plan for her that contained a: Will;...
This client was an unmarried, single woman with one minor child. She wanted to provide for her daughter and fund her property and assets into the trust to avoid probate. We created a Trust Plan for her that contained a: Trust; Pour Over Will; Financial Power of...
These clients were a married couple with two adult children. They wanted to provide for their children and hold their assets in a trust until their children were old enough to handle funds. We created a Trust Plan for them that contained: A Trust; Pour-Over Wills;...
This client was an unmarried man with two adult children. We prepared a Will Plan for him that contained a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Advance Healthcare Directive. The Will designates where the client’s assets will go,...
These clients were a married couple with one minor child. They wanted to create a plan that distributed their assets to each other and then to their daughter. We created a Will Plan for each of them that contained a: Will; Financial Power of Attorney; Healthcare Power...
These clients were a married couple with no children. They wanted their estate to be divided among specific friends and family. We created a Trust Plan for them that contained: A Trust; Pour-Over Wills; Financial Powers of Attorney; Healthcare Powers of Attorney;...
These clients were a married couple with two minor children. They wanted to create a Dynasty Trust to protect their assets for their children. We created a Trust Plan for them that contained: A Trust; Pour-Over Wills; Financial Powers of Attorney; Healthcare Powers of...
These clients were a brother and sister in their twenties that wanted to create a plan so that their separate estates would pass to each other or their mother in the event of their passing. They were planning on traveling out of the country, and wanted to have...
These clients were a married couple with one minor child. They wanted to create a plan that would avoid probate and protect their assets until their child was old enough to handle the estate. We created a Trust Plan for them that contained: A Trust; Pour-Over Wills;...
This client was a widow with two adult children. She wanted her children to split her estate and have equal amounts of power to make decisions over her finances and healthcare. She had a previous trust, so we created a trust restatement, and updated healthcare and...
These clients were a married couple with four minor children. They wanted to provide for their children and put their property from other counties into a trust to be passed to their children. We prepared a Trust Plan for them. This included: A Trust; Pour Over Wills;...
These client were a married couple with one adult child. They had a previous plan created by another law firm, and wanted their plan updated when they moved to Washington State. We updated their Trust plan, and provided them with healthcare documents that included...
These clients were a married couple with two adult children. They wanted to split their estate between their two children. We prepared a Trust plan for them. This included: A Trust; Pour Over Wills; Financial Powers of Attorney; Healthcare Powers of Attorney; Living...
These clients were a married couple two minor children. They wanted to create a plan that avoided probate and protected their assets until their children were old enough to handle the estate. We created a Trust plan for them that contained: A Trust; Pour-Over Wills;...
This client was an older woman, who was widowed, with five adult children. She wanted to provide for her children and make sure that her Halachic Final Disposition wishes would be met. We created a Trust plan for her that contained a: Trust; Pour Over Will; Financial...
These clients were a married, female couple with no children. They wanted to leave their estates to each other and provide distributions to charities, family and friends. They also wanted to include protection for their businesses. We created a Trust plan for them...
This client was an unmarried, elderly man with two adult children. He wanted to set up asset protection for his daughters. We prepared a Trust plan for him that contained a: Trust; Pour Over Will; Financial Power of Attorney; Healthcare Power of Attorney; and Advance...
These clients were a married couple with one minor child, and the husband also had three children from a previous marriage. The wife was not a US citizen. The couple wanted to create a plan that would ensure the wife received the estate upon the death of the husband...
These clients were a married couple with one minor child. They wanted to create a plan that avoided probate and protected their assets until their child was old enough to handle the estate. We created a Trust plan for them that contained: A Trust; Pour-Over Wills;...
These clients were a married couple with three minor children. They wanted to create a plan that avoided probate and protected their assets until their children were old enough to handle the estate. We created a Trust plan for them that contained: A Trust; Pour-Over...
These clients were a married couple with two minor children. They wanted to create a plan that avoided probate and protected their assets until their children were old enough to handle the estate. We created a Trust plan for them that contained: A Trust; Pour-Over...
These clients were a married couple going through a divorce at the time they came in. They wanted to set up a trust to protect their properties and provide their estates to their children. We prepared a Trust Plan for one client and a Will Plan for the other, though...
These clients were an unmarried couple who lived in Idaho, that had adult children from previous relationships. We created a Trust plan for them to allow their estate to be passed to each other and then their children in the event of their death. The Trust Plan...
These clients were a married couple with five adult children. They primarily wanted to keep their assets separate, so we prepared a trust for each client, in addition to a joint trust in which they would fund assets to be treated as community property. We created the...
This client was a single man with no children. He wanted to provide direction on how his personal property and assets should be distributed at his death. We prepared a will plan for him that contained a: Will; Financial Power of Attorney; Healthcare Power of Attorney;...
This client was a widowed woman with one adult child. She wanted to provide for her child and his family (her grandchildren), and to also leave gifts to memorials and charities. We prepared a trust plan for her that contained a: Trust; Pour Over Will; Financial Power...
These clients were a married couple with two minor children. They wanted to provide for the health and education of their children and their future grandchildren. We prepared a trust plan for them that allowed creation of sub trusts, to be distributed by the Trustee...
These clients were a married couple with no children, who wanted to provide for each other. We prepared a simple will plan for each of them that included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Living Will. The Will provides direction...
These clients were an unmarried couple with no children. The female client wanted a trust to provide her estate to her long-term partner, but also wanted to create a special needs trust for a relative. The male client wanted his estate to funnel into the trust. We...
This client was a married female client. She was previously married to someone else, and had two children with her past husband. Because she got remarried, she wanted to protect her estate for her children from her new husband. She wanted her estate, at her death, to...
This client was a widowed, older female client, with three adult children. She wanted to provide for her children. We created a Will plan for her, which included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Healthcare Directive. The Power of...
This client was an unmarried woman, with two adult children. She wanted to provide for her children. We created a Will plan for her, which included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and Healthcare Directive. The Will designates where...
These clients were an unmarried female couple, both with children from previous relationships. They wanted to create trusts that would provide for each other and allow one another to keep living in their house should something happen to the other. They also wanted...
These clients were a married couple with one almost-adult child from a previous marriage, and one minor child from this marriage. They wanted to create a Trust that could only be used for the health, support, education and maintenance of their children. We prepared a...
These clients were a married couple with two minor children. They wanted to create a trust that could only be used for the health, support, education and maintenance of their children. They also had several out of state properties that they wanted passed onto their...
These clients were a married couple with three adult children. They wanted to split their estate between their three children and provide a few specific distributions for jewelry and household items. We prepared a trust plan for them. This included: A Trust; Pour Over...
These clients were a married couple with two minor children. They wanted to create a Trust that could only be used for the health, support, education and maintenance of their children. We prepared a Trust plan for them, which included: A Trust; Pour Over Wills;...
These clients were a married couple with two minor children. They wanted to provide for their children and provide guardian designations for their children in case something happened to them while their children were still minors. We prepared a Trust plan for them....
These clients were a married couple with one minor child. Their goals were to provide for each other, and for their child. We created a will plan for each of them, which included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; Healthcare Directive;...
This client was a divorced man with two adult children. He wanted to provide for his children and create a trust to be distributed once they reached the age of 25. We created a Trust plan for him that contained a: Trust; Pour Over Will; Financial Power of Attorney;...
These clients were a married couple with two adult children. They wanted to provide for their children and each other in the event of their passing. We created a Will plan for each of them, which included a: Will; Financial Power of Attorney; Healthcare Power of...
This client was a single woman with two adult children. She wanted to provide for her children and also wanted a deed completed to cause her property to be transferred to her children on her death. We created a Will plan for her, which included a: Will; Financial...
This client was a single woman with no children, who wanted to provide for herself in case she was to become incapacitated. Because she had no children, she wanted to provide beneficiaries to designate who her estate would go to. We created a Will plan for her, which...
These clients were a married couple with no children. They wanted to provide for each other and provide specific distributions and percentages for their beneficiaries. They additionally wanted to ensure their pets were provided for. We created a Will plan for each of...
This client was a divorced woman in her thirties with cancer and one minor daughter. She wanted to provide for her minor daughter and set up a trust that could be distributed over the years. We created a Trust plan for her that contained a: Trust; Pour Over Will;...
This client was a single mother who had two minor children, and her family lived overseas. Her goals were to avoid probate, make charitable gifts, and provide for her kids. We created a trust plan for her, which included a: Trust; Will; Power of Attorney for Minors;...
These clients were an engaged couple in a long term relationship. The male had three minor children. Their goals were to provide for each other, and for the children if anything happened to them. We created a will plan for each client, which included: Wills; A Minor...
These clients were a married couple in their forties, with two minor children. They wanted to provide for their children and provide guardian designations for their children in case something happened to them while their children were still minors. We prepared a Trust...
These client were an unmarried couple in a serious relationship. The male had an adult child from a previous marriage. Their goals were to avoid probate, provide for each other, and provide for their children while also limiting their children’s access to their...
These clients were a married couple in their sixties, with two adult children. Their goals were to provide for each other, their children, and the husband’s mother. They also wanted to avoid probate, and donate to charity. We created a trust plan for them, which...
These clients were a married couple in their sixties, with three adult children. Their goals were to provide for each other and their children, and to leave a charitable donation. They additionally wanted to ensure an ex-spouse was disinherited. We created a will plan...
These clients were a married couple with two minor children, one of which was a newborn baby. They wanted to provide for each other, and their children. We created a trust plan for them, which included: A Trust; Wills, A Power of Attorney for Minors; A Power of...
These clients were a married couple in their forties, with one minor child. Their goals were to provide for each other and their child if anything happened to them. We created a Will Plan for each of these clients, which included a: Will; Power of Attorney for...
These clients were a married couple in their fifties, with two adult children and two minor children. They wanted to provide for their children and provide guardian designations for the minors in case something happened to them while their children were still minors....
This client was an older woman, who was widowed and living with her daughter. She had three adult children. She previously had Power of Attorney documents, but no Will or Trust. We created a Trust plan for her, so that she could provide her children with specific...
This client was a single man, with no children and stage four cancer. He wanted to designate what would happen to his estate once he passed. We provided a Will plan for him that included a: Will; Financial Power of Attorney; Healthcare Power of Attorney; and...
These clients were an unmarried couple who wanted to provide for each other. They also wanted to provide a specific distribution for the client’s mother. We prepared a will plan for each of them that included: Wills; Financial Powers of Attorney; Healthcare Powers of...
We created this estate plan for a married couple, who had two minor children together and the husband had one adult child. Their goals were to provide for their children, in addition to providing for each other. These clients created a trust plan, which included: An...
These clients were a married couple who had previously created a will plan with us. After having a new baby, they wanted to amend their wills to include their new child in their plan. To do this, we created: First Codicils to Wills; A Power of Attorney for Minors; A...
These clients were a married couple with three pets. Their goals were to avoid probate, make charitable gifts, and ensure their pets will be cared for. We created a trust plan for them, which included: A Trust; Wills; Powers of Attorney for Finances; Powers of...
These clients were a married couple who were not U.S. citizens, with two children – one that was a minor. Their goals included providing for their children, and avoiding probate. We created a trust plan for them, which included: A Qualifying Domestic Trust...
These clients were an unmarried couple, who wanted to provide for each other, and provide a specific distribution for the client’s mother. We prepared a will plan for each of them that included a: Will; Financial Power of Attorney; Healthcare Power of Attorney;...
These clients were a married couple with one minor child. Their goals were to provide for each other and their daughter. We created a will plan for each of them, which included: Wills; Financial Powers of Attorney; Health Care Powers of Attorney; Healthcare...
We created this estate plan for a married couple with two minor children, who had family overseas and dogs. The wife had an existing estate plan, but had gotten married and had two kids after it was executed. Their goals were to update everything, create a trust to...
These clients were a married couple with two adult children. They wanted to create a plan where they could provide distributions to friends, family and charities. We created a will plan for each client, which included a: Will; Financial Power of Attorney; Healthcare...
These clients were a married couple with two children, one that was a minor. Their goal was to protect their kids, and to take care of kids in a foreign country. We created a trust plan for them, which included: A Trust, including a special needs trust; Wills; Power...
These clients were a married couple who were not U.S. citizens, but owned property and an LLC in Washington state. Their goal was to ensure their property went where they wanted it to go. We created a trust plan for them, which included a: Trust; and Assignment of LLC...
These clients were a married couple with two minor children. They wanted to provide for their minor children and provide guardian designations in case something happened to them while their children were still minors. We prepared a trust plan for them. This included:...
This client was an unmarried women with real estate investments and a will plan by another firm. We prepared a Will Codicil to update her beneficiary designations and real estate documents to fund her properties in LLCs....
These client were a married couple with one adult child. They had a large estate and large IRA accounts. They wanted to avoid estate taxes as much as possible, provide specific distributions regarding business and property investments and provide for their son. We...
This client was a widowed woman with two minor children. She wanted to create a trust plan that held her estate in trust until her children were old enough to handle their own finances. We created a trust plan for her that contained a: Trust; Pour Over Will; Financial...
We created this estate plan for an unmarried woman with four adult children. She just wanted to create a plan that provided for her children with her wishes. We prepared a will plan for her. This included a: Will; Financial Power of Attorney; Healthcare Power of...
These clients were a married couple in their seventies, with three adult children. Their goal was to create a plan that provided for their children, and gave instructions in regard to what they would like to happen if they ever became incapacitated or after they were...
These clients were a married couple in their fifties, with three children. Their primary goal was to take care of their children. It was important to them to designate someone to manage their assets and distributions after they were gone, and to designate a guardian...
These clients were a married couple in their sixties and seventies, with two adult children. It was important to them to leave their property to their children. We created a will plan for each them, which included a: Will; Power of Attorney for Finances; Power of...
This couple had previously retained our services to complete their estate plan, but they had a new daughter after everything was completed. Because of this, they wanted to change their estate plan to include her name in everything and to include her in the...
We created this estate plan for a single man who did not have children. His goals were to create a medical power of attorney, health care directive, and will. He additionally wanted to ensure his dog was provided for, and wanted to leave his estate to specific...
This client was a single man who owned an LLC, and wanted to create a will only. He had a townhome in Washington State owned by an LLC that he wished to designate beneficiaries for. We created a will for him, which enabled him to designate where he wanted the property...
These clients were a married couple, and the husband had a son from a prior relationship. Their primary goals were to provide for each other, as well as the husband’s son and the wife’s family. We created a trust plan for them, which included: An A/B...
We created this estate plan for an unmarried man, who was engaged, with one child from a previous relationship and two children with his fiance. He owned multiple properties and interests in several businesses. His goal was to make sure most of his assets went to his...
This client was a single man with an existing estate plan that he wanted to modify. He wanted to provide for his daughter while protecting from her husband taking the assets if a divorce occurred. We created a trust plan for him, which included a: Trust; Will; Power...
These clients were a married couple with two children together, and one child of the husband’s from a previous marriage. They wanted to ensure that the husband’s ex-wife would not have access to the current wife’s assets, and that their property went where they wanted...
We created this estate plan for a single man who was a veteran, and lived with his son, his son’s wife, and his son’s child. This man was physically disabled but clear of mind. He wanted to designate where his home would go. We created a will plan for him, which...
We created this plan for a married couple with two adult children and a small estate. The clients wanted to provide for their children but didn’t have any specific distributions or guidelines that they wanted met. Since they had a smaller estate, we were able to...
We created this estate plan for a single man, who had one adult child. He was very concerned about security and providing for his daughter. Because his estate was under the Washington State and Federal Estate Tax limits, we created a will plan. The Will plan included...
This estate plan was created for a single woman, with two adult children. She had specific instructions on how she wanted the sale of her home and estate to be handled. We created a trust plan for her so we could include instructions in regard to her home, and a...
These clients were a married couple with two minor children. They wanted to provide for their minor children and provide guardian designations in case something happened to them while their children were still minors. We prepared a trust plan for them. This included:...
This client was a single woman with two adult children. We created a trust plan so that she could provide for her children and her ex-husband. We also created Power of Attorney documents naming her and her ex husband as agents for her children. The Trust plan for the...
These clients were an unmarried couple, with one adult child and estranged child. They wanted to provide for each other in the event of the other’s death. We provided a Will plan for each them. The will plans included a: Will; Financial Power of Attorney; Healthcare...
These clients were a married couple, with two children from previous marriages and two children with each other. They wanted to provide for each other and their children in the event of their deaths. We created a Will plan for each them, that included a: Will;...
These clients were a married couple in their forties, with one minor child. They wanted to provide for their minor child and provide guardian designations in case something happened to them while their child was still a minor. We prepared a trust plan for them. This...
These clients were a married couple in their sixties with one adult daughter. They wanted to prepare for their daughter’s future. We prepared a trust plan for them. This included a: Trust; Pour Over Will; Financial Power of Attorney; Healthcare Power of Attorney;...
We created this estate plan for a married couple in their late fifties, with two minor children. They wanted to provide for their minor children and provide guardian designations in case something happened to them while their children were still minors. We prepared a...
These clients were a married couple in their forties, with two minor children. They wanted to provide for their minor children and provide specific distributions for the nieces and nephews. We prepared a Trust plan for them. This included a: Trust; Pour Over Will;...
This estate plan we created was for a single man in his seventies, who wanted to provide documentation for his estate, leave specific gifts to his friends, and give the reminder of his estate to his sisters. We created a will plan, containing a: Will; Power of...
These clients were a married couple in their thirties, with one minor child. They wanted to prepare for their daughter’s future, and provide direction and guardian designees in case something happened to them while she was still a minor. We prepared a trust plan for...
We created this estate plan for a married couple in their forties, with two minor children. They wanted to create a Dynasty Trust that would ensure their estate was spread out to all their beneficiaries and carried out throughout generations. We prepared a trust plan...
These clients were a married couple in their sixties, with two adult children. They wanted to prepare for their children’s futures and to protect them from potential creditors. We prepared a Trust plan for them. This included a: Trust; Pour Over Will; Financial Power...
These clients were a married couple that wanted to provide for their son and the wife’s daughter. They also had three properties that they wanted to fund into a trust to ensure that they would pass down to their children at their death. We created a Trust plan for...
We created this estate plan for a married couple in their seventies with no children. They wanted to leave a portion of their estate to most of their extended family, including siblings, nieces, nephews and friends. We created a trust plan for them that outlined the...
These clients were a middle aged married couple with two minor children. The couple wanted to provide for each other and their children in case anything happened to them while their children were still minors. We created a Will plan for both the husband and wife, each...
We created this estate plan for an unmarried couple in a long-term relationship, with no children. They wanted to provide for each other in the event that something happened to the other. We created a will plan for each, both containing a: Will; Power of Attorney;...
These clients were a married couple with two minor children. They wanted to provide for their children’s future, particularly in case anything happened to the clients while their children were still minors. We created a will plan for both the husband and wife,...
We created this estate plan for an elderly man whose wife had special needs. He wanted to provide care for his wife in the event of his death before hers, and provide specific distributions of his assets to his children. We created a trust plan for him, which included...
This estate plan was created for a woman in her mid-fifties, who was then going through a divorce. She wanted to prepare her estate to funnel her assets from the divorce into a trust, and then to her son at her death. We prepared a trust plan for her, which included...
These clients were a married couple in their mid-forties, with three minor children. They wanted to provide for their children’s future in case anything happened to them when their children were still minors. We created a will plan for both the husband and wife,...
We created this estate plan for a single man in his late fifties, with three adult children. He wanted to provide for his children and leave specific instructions on how his collections and personal property should be distributed evenly between the three children. He...
This client was a single woman in her mid-thirties, with one minor child. She wanted to provide for her child’s future in case anything happened to her while her child was still a minor. She also wanted to provide her son’s inheritance to him in distributions at...
This estate plan was created for a married couple with one adult child. The couple’s goal was to provide for their son’s future. They also wanted to avoid probate by establishing a trust. The couple decided that their son should receive his inheritance...
These clients were a couple in their early fifties. They did not have any children together, but the husband had children from a previous marriage. They wanted to provide for the wife’s parents and family, as well as the husband’s children. We created a will plan for...
This estate plan we created was for a couple with two minor children. They wanted to provide for their children for the future, and in case anything happened to them while their children were still minors. We also were doing a probate for one of these client’s...
We created this estate plan for a couple in their early thirties, who had a one-year-old child. They wanted to provide for their son in case anything happened to them when he was still a minor. We created a trust plan for them, which included a: Trust; Pour Over Will;...
These clients were a married couple in their late sixties, with adult twins. They wanted to provide for their children, and they owned multiple pieces of real estate, but did not own assets valued over the Washington State estate tax exemption level. We prepared a...
We created this estate plan for a single woman with no children. This client wanted to provide for her family, and provide them with her direct wishes so that there would not be any confusion about what she wanted to happen to her dog, assets and body. We provided...
This client was a single, retired woman with two adult children. She wanted to create a trust so that her estate could be distributed to her children in thirds at specific ages. We created a Trust plan for her, which included a: Trust; Pour Over Will; Financial Power...
This client was a man in his mid-forties who was about to get married. He wanted to plan for his estate and have a prenuptial agreement arranged for him and his soon to be spouse. We created a will plan for him, that divided his assets among his family members in the...
This client contacted us after having bought real property with a co-borrower. The co-borrower was intended to be used as “co-purchaser”. Meaning that while they helped the borrower have enough credit to purchase the property, they themselves were not classified as an...
This estate plan we prepared was for a single woman in her forties, who had one minor child. Her only assets were her retirement and bank accounts- she did not have any real estate or business assets. We prepared a will package for this single client, because her...
These clients were a married couple in their late forties, with two minor children. This couple had a larger sum of assets so we prepared a trust plan for them. With the trust plan, the couple can avoid probate and paying estate taxes at the death of the first spouse....
This estate plan we created was for a married couple in their late forties, with two minor children. We prepared a will package for this couple because their total assets were under two million dollars. This included providing guardian designations for their children,...
These clients were a married couple in their sixties, with three adult children. The couple’s assets totaled over two million dollars, which exceeds the Washington State tax exemption limit. Meaning that, at their death, the couple could be required to pay estate...
These clients are a married couple in their late thirties, with one minor child. Their assets total under $10,000.00, and they had no real estate, but they owned a business. We created a Will plan for each partner, including a: Will; Financial Power of Attorney;...
This estate plan was created for a man in his late thirties, with no children. His assets totaled under two million dollars, and he had no real estate. What we did for him: we created a simple Will plan for him, containing a: Will; Financial Power of Attorney;...
This client was a single woman in her late twenties, with no children, who was working in the finance industry. She owned her residence, but had no other real assets. What we did for her: we created a simple Will plan for her containing a: Will; Financial and...
We created this estate plan for a couple in their early forties, with two minor children. They were not married, but were in a long-term partnership. The clients owned their residence, several accounts, vehicles, and two business interests. We created a Will plan for...
These clients were an unmarried couple in their fifties. They had no children between them or from previous relationships. This couple wanted to provide for each other without creating community property as they are not legally married. We created a Trust for the...
This estate plan we created was for a woman in her late fifties, who was a government worker. She had one daughter and one granddaughter. Her goals were to provide for her daughter and her granddaughter at her death. She had less than two million dollars in assets, so...
This client is a young, single woman in her late twenties, with no children. She did not have a large amount of assets, but she wanted to set up a safety net plan in case anything happened to her. She wanted to use her plan to create Power of Attorney documents for...
These clients are a married couple in their fifties, with assets outside of the United States and multiple children from previous marriages. They wanted to provide for their blended family, while disinheriting some of their children. They also wanted to be able to...
This client is a single woman, who is divorced and has one minor child. Pursuant to the divorce proceedings, this individual was instructed to create a trust for her son and to place a large sum of assets into the trust for the child’s benefit. She also wanted to...
These clients came in with a similar goal to what many people have: to leave their estate to their children and to provide their children with specific instructions for their care. They are a married couple in their late fifties, with three children all over the age...
I’m really proud to talk about this client because it’s the embodiment of why we do what we do, and it shows you the level of client service we’re willing to bring to our clients to get the job done. This couple was expecting a baby, but also had...
This is another one of those estate plans that checks all of the boxes for the clients. It named short-term guardians in the event something happened to the parents. It named long-term guardians. It created a family trust to ensure the kids are taken care of...
I must admit, there are two things that I have a soft spot for as an estate planning attorney: Business owners; and Children I think it’s because those people remind me so much of myself. And this couple was no different. As always, the names and facts and...
Let me begin by pointing out that this isn’t my first estate plan. I’ve been an estate planning attorney for some time and have done many many plans. What this is the first of is a summary of the plan created. What you will notice right away is that there...
