| ESTATE PLANNING |
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Wills |
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Revocable Living Trusts |
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Irrevocable Trusts |
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Durable Powers of Attorney for Health and Finances |
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Health Care Directives ("Living Wills") |
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Community Property and Survivorship Agreements |
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Pre-Nuptial Agreements |
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| GUARDIANSHIP |
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Clear explanation of all necessary procedures required under Washington law |
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Preparation of all necessary court documents and representation in court |
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Assistance to guardians in their required duties |
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| SPECIAL NEEDS TRUST PLANNING |
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Testamentary Special Needs Trust |
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Third-Party Special Needs Trust |
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Special Needs Trust established with the disabled individual's own funds |
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| MEDIATION |
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Assist families with resolving disputes involving estates or guardianship |
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| PROBATE |
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Clear explanation of all necessary procedures required under Washington law |
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Preparation of all necessary court documents and representation in court |
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Coordination with accountants, appraisers, and other experts |
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Coordination and resolution of creditor claims against the estate |
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Assistance with the transfer of title of assets to the intended beneficiaries |
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Assistance to personal representatives in their required duties to the estate |
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| LIFE CARE PLANNING |
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Provide support and direction to families in the challenging process of transitioning a family member from independance to a higher level of care |
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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 |
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Assistance with Copes and Medicaid applications |
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Provide advocacy on clients' behalf with DSHS and other agencies |
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