ESTATE PLANNING & PROBATE

Are you concerned about Probate?  Source Documents will prepare all necessary documents to complete your Estate Planning Portfolio including: a Probate Avoidance Trust and supporting documents, Durable Power of Attorney, Advance Health Care Directive, HIPAA waiver, and the Final Disposition documents letting your family know your end of life wishes. Our Estate Planning Portfolio’s include one real property transfer into your new Trust. Give yourself and your family peace of mind knowing your estate planning needs have been taken care of.

Click below for our client questionnaire and schedule your meeting today, we are ready to assist you.

1.    Joint Living Trust
2.    Single Living Trust

Are you dealing with a Probate matter or in need of a Heggstad Petition? Our team can assist you in preparing all the necessary filings as a low cost alternative to traditional attorney services.

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