Fiducia Legal Provides Attorney Services in Estate Planning, Probate, Trust Administration, Conservatorship, and Guardianship

Estate Planning Services include:

  • Revocable Living Trust – for individuals and married couples
  • Wills, including Pour-over Wills
  • Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA Release and Authorization
  • Certification of Trusts
  • Asset Transfers to and from the Trust
  • Trust Amendments and Codicils for Wills
  • Credit Shelter Trusts (A-B and A-B-C) and Qualified Domestic Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Nomination of Guardians
  • Heggstead Petitions¬†
  • Certification of Independent Review
  • Elder Law Planning

Probate Services include:

  • Filing Probate Petition
  • Representing Petitioner in Court
  • Responding to Any Objections to Petition
  • Handling Real Estate Sales during Probate
  • Settling Debts with Creditors
  • Inventory and Appraisal of the Estate
  • Assisting with Accounting
  • Drafting and Filing Final Account and Petition for Settlement and Distribution of the Estate
  • Distribution of the Estate to Beneficiaries and/or Heirs

Trust Administration include:

  • Required Notification to Beneficiaries and Heirs
  • Dealing with Real Property in the Trust and Preparing and Filing Documents
  • Assisting in the Transfer of Trust Accounts
  • Providing Guidiance in the Payment of Debts and Taxes
  • Assisting in the Preparation of Accounting
  • Preparing the Trust Estate for Allocation and Distribution
  • Preparing Trust Distribution and Termination/Consent Agreement

Conservatorship and Guardianship include:

  • Filing Initial Petitions for Conservatorship/Guardianship
  • Representing Petitioner in Court
  • Coordinating with PVP Attorney and Court Investigator
  • Preparing and Filing Annual Accounting
  • Responding to Any Objections to Filings
  • Filing Final Petition to Settle Estate