Trust Administration
Assist families with resolving disputes involving estates or guardianship
- Notification to each beneficiary and heir
- Managing paperwork associated with real property
- Managing other assets such as bank accounts and investment accounts
- Paying debts and taxes
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