The Law Office of K. Peterson offers carefully formulated estate plans. Our comprehensive plans help you manage your assets during life, prepare for the unexpected, and preserve your legacy.
By making your wishes known now, you relieve family members of the burden of guessing what you want should you become incapacitated or pass away. A proactive approach to succession planning will also help you avoid public court proceedings, which can be very costly. Furthermore, having an estate plan can help you minimize estate taxes and control the ultimate distribution of your assets.
Our typical estate plans include a trust, will, durable power of attorney, and advanced health care directive. We also review title to various types of property and beneficiary designations to ensure consistency with your overall plan.
We offer flat rate fees for estate plans whenever possible. Please contact our office for more information.
Probate is the formal legal process of administering a deceased person's estate. During this process, the court oversees the orderly disposition of assets to heirs. The process can take 12 months or more and requires appointment of an administrator or executor. Generally, estates with over $150,000 in assets are subject to probate.
The Law Office of K. Peterson guides clients through the formal probate process from start to finish. We strive to make the process as easy as possible. Our services include completion of the necessary filings and appearances at court to obtain Letters, submit the Inventory and Appraisal, and obtain a Final Order.
Attorney fees for probate administration are set by statute. Please contact our office for more information.
The Law Office of K. Peterson handles both ongoing and post-mortem trust administration. We work with clients to carry out the terms of a trust and meet their legal obligations thereunder.
Ongoing trust administration involves the management of revocable and irrevocable trusts. Our office offers clear, detailed advice to trust clients and assistance with mandatory court filings, such as annual accountings.
Post-mortem trust administration involves carrying out the terms of a deceased person's trust. Though often not subject to court supervision, the post-mortem administration process is much like probate in that various notices must be sent and statutory deadlines must be met. Our office helps clients navigate this process.
Trust administration clients are charged at both flat and competitive hourly rates, depending on the matter. Contact us for more details.
Conservatorships and Guardianships
Conservatorships and guardianships involve the care of an adult or child. In both instances, a court appoints someone to be responsible for another individual's personal and/or financial wellbeing.
Conservatorship and guardianship cases are charged by the hour. Contact us for more details.