Estate Planning

Planning For Everyone You Love And Everything You Have

​Do You Really Know?

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your property and everything else you care about if something unexpected happened to you?

If you have an estate plan and it is out of date, your assets could be lost to the Comptroller’s Unclaimed Property Unit or to an unnecessary and public probate court process.

If you do not have an estate plan, then the state has a plan for you, and it is probably not what you want.

Here’s the bottom line: If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out exactly what would happen legally and financially so that you can decide if the current state of your affairs is okay with you.

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How Do We Help You With Estate Planning?

We meet together for your Legacy Planning Session where the sole purpose is to get you more informed.

Before your  Legacy Planning Session, you will complete your Legacy Inventory & Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.

If you decide the current state of affairs is unacceptable, and if we both decide that it is a fit to work together, then we will design an estate plan together that will best suit the needs of your family.

The foundation of your estate plan will often include a revocable living trust, which, when done correctly and maintained over time, would help your family avoid probate, along with the conflict, cost, and delay that is part of that public process, and to minimize or eliminate estate taxes.

For people with additional needs, we provide advanced estate planning services.

​“Can I DIY My Estate Plan?”

We get this question all the time.

Unfortunately, most DIY plans do not work because much of what passes for estate “planning” is little more than word processing.

You answer a few automated questions and then the drafter (normally just software, not a human being) decides which “plan” is right for you. And then you are forced into a template document that may not reflect your needs or situation whatsoever.

This is not estate planning. This is little more than a “search and replace” of your family’s name and then the hit of the “print” button.

We Are Professional Estate Planners

Suren Adams, your Personal Family Lawyer® at Adams Law Firm, LLC will educate you and take the time to get to know you, your family, your concerns, your goals, and your issues. In fact, this is what we love most about our day!

We will gladly and patiently answer all your questions because this is what we are passionate about.  Our goal is to design an estate plan that is exactly right for you and will keep your loved ones out of probate court and out of family conflict.

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