Ensuring that all interested parties are notified correctly
If you’ve come to this page it is likely someone close to you has passed away.
I am so sorry for your loss.
You probably have many conflicting emotions going on right now, some that you may see and others that you may not.
I want you to know that I am here to help.
While I may not be the best emotional support person you may need, I am certainly the calm and confident skipper, in the midst of your emotional storm, steering you precisely where you need to go to legally secure your financial assets.
I have a unique set of skills that will keep you calm and steadily move you through the legal process of opening a Succession as quickly (and easily) as possible, so they are a painless success.
It is why I call them Successful Successions.
Because I try to ensure they are a success for my clients, every time.
What is a Succession?
Simply put, it is the legal process of transferring an estate from someone who dies to people who are recognized as the rightful owners of the estate.
No matter if your loved one had assets or not, a Succession must be opened and administered by a Succession representative.
It requires:
It also requires that the representative – usually an attorney – who handles these requirements does so diligently, fairly and with respect to the financial condition of the estate.
For instance, it can be a frequent occurrence that an appointed lawyer charges outrageous fees to do the work required.
He may see a large estate and big dollar signs, which means he is in a position to exploit a person who is emotionally going through a difficult time.
These types of lawyers cannot be trusted.
But, how do you avoid getting exploited by a lawyer?
You have to ask around your community, get references and read testimonials like mine here.
Hiring a lawyer to do these acts on behalf of the estate (what we call administering or administration) should be efficient and affordable – which is how I operate my law firm.
I don’t cut corners and I don’t have many staff so that I can keep costs to my clients down.
Not a lot of lawyers do that.
We can be quick.
Administration of an estate doesn’t have to take a lot of time, either.
There are simple steps an attorney can do to keep the Succession moving forward. This holds true, especially, if a Last Will and Testament and a Trust have been set up way before the time of death.
In a majority of cases this holds true, but in some cases, problems can arise to slow down the process.
Such things that can get in the way of resolving a Simple Succession could be:
That is why it’s important that you hire an attorney who:
My approach
But, more than checking the box of what I can do well for you, you must feel comfortable with working with me. That’s why I have a Three Step plan to get things started for Simple Successions.
1. SCHEDULE A CALL
First, click the button below to set up an initial phone consultation with Carlee. Carlee knows how busy your life can be, so you’ll first speak with her on the phone and she will tell you your next, best steps.
2. MAKE A PLAN
Next, Carlee will hear your needs and answer all your questions. If you decide to work together, she will then develop an easy to follow plan so she can immediately get started on designing your Easy Estate Plan.
3. MAKE IT HAPPEN
Finally, Carlee will draft and file all of the legal docs you need to open the Succession. She will take all necessary steps to successfully administer your loved one’s estate so you can move forward with your life with certainty and peace of mind.
Let’s make it happen
At the end of the day, you need to decide if you are ready to make this process easier with me or harder with someone else.
I’ve shared a bit about who I am with you.
I hope that what I have shared appeals to you.
I know that making things simple, makes it easier on you and your family during this tremendously challenging time.
I hope that after your time spent reading these words you will allow me the honor of opening your loved ones Succession and making it a success.
If so, please click the button below to schedule your succession consultation with me, today.