Estate Planning and Trust Administration

Your Life. Your Legacy.

 

Estate Planning is about developing a strategy that addresses questions like “How do I provide for my family if the worst should happen?” “What will happen to my stuff if I die?” “Who will care for me if I can no longer care for myself? “How can I protect my business?”

Get answers to common estate planning questions from our Frequently Asked Questions page.

Estate Planning Process

Call.

Free Initial Consultation.  Time with one of our attorneys to answer questions concerning your assets, family, and friends.

(775) 782-6915

Rest.

Relax while we do the work to prepare your custom-tailored estate plan at lightning speed.

Sign.

Double-check your documents with an attorney, then sign!
[Use our notary for free].

Fund.

We organize your estate planning portfolio and assist you through the “funding” process of a Revocable Living Trust, like recording the title to your real property.

Start Today

Please do not wait until it is too late! We walk you through the steps to plan for all aspects of your estate. We work with funeral and mortuary planning facilities and your tax and financial planning advisers to tailor a plan specific to your needs.

It’s your life, and you can decide the legacy you leave behind. We take orders well and coordinate your efforts.

Estate Planning Methods

We offer customized estate plans. No plan is too big or too small.

Documents Available

  • Living Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advanced Health Care Directive
  • HIPAA Authorization Form
  • Nomination of Guardians for Minor Children
  • Certificate Of Trust
  • Trust Overview
  • Trustees Affidavit
  • Personal Property Memorandum
  • Funding Instructions
  • Digital Estate Planning Instructions

We Offer

  • Wills
  • Living Trusts
  • Business Succession Planning
  • Special Needs Trusts
  • Digital Rights Management
  • Support Trusts

Tools

  • Advance Healthcare Directives
  • Durable Power of Attorney
  • Other Transfer On Death Planning
  • Joint Ownership
  • Payable On Death Accounts

Let’s start your Estate Planning.

Your plan is customized made-to-order, designed, personalized, and fitted to your specific needs. To learn more please set up a consultation by contacting Sullivan Law today!  (775) 782-6915