We are pleased to provide focused representation to assist with:
Preparation of Last Will & Testament, and Living (Revocable) Trust and other Trust Planning and Preparation
To review our regular Estate Planning Engagement Proposal, including Trust and other planning elements, please reach out to us.
If you are a new Estate Planning Client or if you are seeking a review of your current Estate Documents for review or revision, please download the Client Homework Information Packet to provide after your Engagement Proposal has been signed and returned to us: https://mshermanlaw.com/wp-content/uploads/2025/12/Client-Estate-Planning-and-Review-Homework-Assignment-New-2026.docx
Property Beneficiary and Transfer On Death Consultation
If you would like our assistance in connection with identification of beneficiaries for personal or real property, or creation of a Transfer On Death Instrument (TODI), please be prepared to provide the information shown in the form that you can download here: https://mshermanlaw.com/wp-content/uploads/2025/12/PERSONAL-OR-REAL-PROPERTY-BENEFICIARY-AND-TRANSFER-ON-DEATH-ASSISTANCE.docx
Power of Attorney for Healthcare & Power of Attorney for Property
If you would like our assistance in connection with updating or creating new Powers of Attorney for Healthcare and for Property matters, please be prepared to provide the information shown in the form the you can download here: https://mshermanlaw.com/wp-content/uploads/2025/12/ASSISTANCE-WITH-UPDATE-OR-CREATION-OF-POWERS-OF-ATTORNEY.pdf
Settlement and Resolution of Trusts; Trust Administration
If you would like our assistance in connection with administration of your Trust or the continued administration of a Trust where you have become the successor trustee, either due to the incapacity of the original trustee or because of the death of the trust creator, then we suggest that you review the information that is discussed in the form that you can download here: https://mshermanlaw.com/wp-content/uploads/2025/12/Attorney-Engagement-For-Trust-Administration-Following-Death-Of-The-Trust-Creator-.pdf
Probate Estates; Estate Claims and Estate Litigation, and related issues
If you have questions about probate estate matters in court, or about a claim that you want to or believe you should file in a probate court case, or about a dispute that has come up between you and the Executor or between you and other Estate beneficiaries. We can assist you with your questions. Importantly, do not delay in reaching out to an attorney to take appropriate steps to review and file appropriate documentation.
Call one of our Attorneys: https://mshermanlaw.com/contact/