Estate Planning & Probate
Our approach is simple: Cherish what really matters.
Estate Planning
In simplest terms, estate planning can be thought of as making a will or a trust. However, more broadly speaking, estate planning addresses several goals, including creating a plan for child guardianship in a will, appointing trusted individuals to assist with your financial and medical decision-making, stating your wishes for post-death asset distribution, tax planning, and more.
We are here to partner with you as you make these crucial decisions, providing you with best practices, brainstorming creative solutions, and advising on the most effective legal strategies available.
We understand that your legacy is not just about financial assets; it encompasses the love, values, and dreams you wish to pass on to your loved ones. Our clients have expressed that by partnering with us, they have gained:
A sense of peace, knowing their family is taken care of.
A clear understanding of what their estate plan entails and how it functions.
Confidence that we will serve as a resource for their family when the time comes.
Schedule an Initial Consultation
Probate & Estate Administration
In the wake of a loved one’s passing, we offer a steady hand during an emotional time. We begin with an Estate Assessment, a quick-turn-around service in which we detail the next steps for the estate, whether that is probate, the small estate procedure, or other alternatives.
At Jordan Law Firm, our flat-fee estate services are meant to help lighten your load by making costs predictable and simplifying complex decisions from the outset. We will handle legal filings, provide sound counsel, and ensure tasks are addressed at the right time using our comprehensive estate tasks checklist.
With us, you'll find room to grieve, a reliable partner, expert guidance, and compassionate communication.
Schedule an Initial Consultation
Estate Planning & Probate Services
ESTATE PLANNING
Sarah crafts estate plans to reflect what is most important to you, whether that is simplicity, family harmony, child guardianship, gifts to charity, or just providing a clear and comprehensive plan for your family. Download our planning guide.
Wills & Trusts
A will appoints a personal representative (executor) of your estate and a guardian for minor children. We can also use a will to direct the disposition of your assets. Trusts are often used in combination with a will, to help avoid probate, ensure estate privacy, and long-term asset management.
Other Planning Tools
Think beyond wills and trusts. You may also benefit from powers of attorney, health care directives, transfer-on-death deeds, and disposition of remains instructions. Married couples may also choose to execute community property agreements.
PETS
Pets provide us with companionship and joy. We will address care and financial resources for your pets should you become unable to care for them.
Business considerations
For business owners, business succession considerations are often paramount to a well-crafted estate plan. As a business owner herself, Sarah takes care to address business matters with estate plans, probate, and trust administration.
Creative Endeavors
If you are an artist, collector, or creative entrepreneur, we will help you safeguard your legacy for future generations. We can also advise personal representatives and trustees on stewardship of creative works in an estate.
Probate & Estate Assessment
A quick-turn-around service to assess estate circumstances after a death. You receive a comprehensive letter explaining the recommended next steps for administering the estate. Download our Assessment Guide.
PROBATE
Not all estates avoid probate—and that’s okay! We help make the process as smooth and straightforward as possible with care and support to honor your loved one.
Trust Administration
& Small Estates
Jordan Law Firm advises trustees and beneficiaries on trust administration, as well as counsels administrators of small estates on steps to address creditor claims and asset distribution.
Initial Consultation
A twenty-minute initial phone consultation with Sarah intended to start giving you clarity about estate matters.
Consultation fee will be credited toward future services.
One-Hour Legal Session
Includes one hour of attorney time to meet, review your documents, and/or research legal questions. Great as a follow-up to the Initial Consultation if you need additional questions answered. Click below to schedule.