Estate Planning, Probate & Trusts. For the people you plan for.
Planning for your own future and administering a loved one's estate involve different responsibilities. Asadi Law Group assists individuals and families with estate plans, and helps executors, administrators, trustees, and beneficiaries with administration matters.
Individuals, families, business owners, executors, administrators, trustees, and beneficiaries.
What the practice covers
Planning during life. Administration after.
Wills & trusts
Creating a new estate plan or reviewing an existing one in light of your family, property, and intentions.
Wills and revocable living trusts
Specialized trust planning where appropriate
Plan amendments, restatements, and beneficiary designation review
People & decision-making
An estate plan can also address who will make decisions and care for others when you cannot act personally.
Financial powers of attorney
Advance healthcare directives and HIPAA authorizations
Guardianship nominations and planning for minor children
Assets & succession
Property, business interests, and beneficiary arrangements need to be considered together when developing a plan.
Property ownership and transfer planning
Business succession and coordination with other advisors
Wealth transfer, gifting, and charitable planning
Probate & trust administration
Legal assistance after a death, including court proceedings, fiduciary responsibilities, asset transfers, and distributions.
Probate proceedings and representation of executors, administrators, and beneficiaries
Court filings, inventories, and accountings
Trustee duties, property transfers, tax-related administration issues, and distributions
The first conversation
Two starting points. One careful conversation.
An inquiry about a new plan differs from an inquiry about administering an existing estate or trust.
Planning
Identify your priorities, family circumstances, existing documents, and the broad types of property or business interests involved.
Administration
Identify your role, the available will or trust, the location of assets, and whether any court proceeding is already pending.
Existing documents
Keep complete copies of relevant instruments and notices available. Arrange an authorized way to share them after the initial inquiry.
Questions and answers
Common questions.
Please share only a general description when you first contact the firm.
Can you review or update an existing estate plan?
Yes. The firm's planning services include reviewing and updating existing documents, including where family circumstances, intentions, or assets have changed.
Does the practice include help after someone has died?
Yes. Probate and trust administration are part of the practice, including assistance with court filings, inventories, accountings, property transfers, fiduciary responsibilities, and distributions.
Do you assist trustees, executors, and beneficiaries?
The firm's administration work includes these roles, as well as administrators. The appropriate scope of representation depends on the person seeking counsel and the circumstances of the estate or trust.