- Creation of Wills, Trusts, Powers of Attorney
- Guardianships and Conservatorships
- Administration of Estates and Trusts
Creating an Estate Plan is often an uncomfortable and unpleasant subject. Anne K. Wilson strives to provide thorough, professional service in assisting clients in making sure their wishes are carried out, that tax consequences are minimized, and complex family or financial situations are addressed. Anne also creates Powers of Attorney to assist clients while they are still living. After loved one has passed away, Anne will assist the family in going through the probate process if necessary. If a guardianship and/or conservatorship are necessary to handle a loved one’s affairs, Anne can also offer assistance.
The standard estate plan will include a Last Will and Testament and Powers of Attorney (Durable General and Health Care, including a Living Will). More complex estate plans may include trusts or other planning. Anne will also assist clients in amending previous planning documents.
Clients can expect two meetings with Anne: an initial consultation, and a final meeting in which the Estate plan is signed. Before the initial consultation, Anne provides a questionnaire to assist the clients in thinking about their wishes so the initial consultation goes smoothly. After the initial consultation, Anne will draft an estate plan crafted to the client’s specific wishes, and sends to the client for review. When the client reviews the estate plan, they should notify Anne of any changes by email or telephone before making an appointment for the estate plan signing appointment.
During the administration of an estate or trust, Anne will help guide the personal representative (Executor, Administrator or Trustee) through the process, from the decision of what process is necessary to the closing of the estate or trust. Drawing from her education with a major in Accounting, Anne assists with not only valuing the estate, calculating the distributions to creditors and beneficiaries, and completes the tax returns herself rather than outsourcing them to someone not familiar with the estate or trust.
Please download the Estate Planning Questionnaire PDF and follow these steps to fill it out electronically.
- If you are SINGLE click here to download PDF; if MARRIED click here to download PDF
- Open file on computer.
- Go to File > Save As
- Rename file to “LastName-Estate-Planning Questionnaire.” Be sure to make note of where you saved it on your computer or cloud.
- Fill out all fields by clicking in the box and typing the correct information in. (You can “tab” between the boxes).
- Save any changes.
- Launch your email application, attach the PDF file from your computer and send to firstname.lastname@example.org. Please be sure to fill in the subject line of the email.
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Memberships and offices in legal fraternities and legal societies, technical and professional licenses and memberships in scientific technical and professional associations and societies of law or field of practice, does not mean that a lawyer is a specialist or expert in a field of law, nor does it mean that such lawyer is necessarily more expert or competent than any other lawyer. All potential clients are urged to make their own independent investigation and evaluation of any lawyer being considered.