Estate Planning

  • Wills

  • Revocable Living Trusts

  • Irrevocable Trusts

  • Durable Powers of Attorney for Health and Finances

  • Health Care Directives (“Living Wills”)

  • Community Property and Survivorship Agreements

  • Disposition of Remains

  • Patient Authorization – HIPPA

Guardianship

  • Clear explanation of all necessary procedures required under Washington law

  • Preparation of all necessary court documents and representation in court

  • Assistance to guardians in their required duties

Special Needs Trust Planning

  • Testamentary Special Needs Trust

  • Third-Party Special Needs Trust

  • Special Needs Trust established with the disabled individual’s own funds

Mediation

Assist families with resolving disputes involving estates or guardianship

Probate

  • Clear explanation of all necessary procedures required under Washington law

  • Preparation of all necessary court documents and representation in court

  • Coordination with accountants, appraisers, and other experts

  • Coordination and resolution of creditor claims against the estate

  • Assistance with the transfer of title of assets to the intended beneficiaries

  • Assistance to personal representatives in their required duties to the estate

Elder Law – Life Care Planning

  • Provide support and direction to families in the challenging process of transitioning a family member from independence to a higher level of care

  • Provide referrals to professionals who can determine if Long Term Care Insurance is a feasible alternative for financing long term care

  • Provide counseling on eligibility requirements of state-assisted programs, ways to preserve estate recovery

  • Assistance with Copes and Medicaid applications