Including but not limited to:

  • Will preparation
  • Power of Attorney and Healthcare Power of Attorney document preparation
  • Preparation of Adult Guardianship documents from start to finish
  • Preparation of Conservatorship Guardianship documents from start to finish
  • Case research for missing heirs
  • Investigate and prepare inventory spreadsheet
  • Drafting Trust documents
  • Close relations with financial entities to protect or close client accounts