How we can best serve you
Life brings all types of surprises, but with a plan in place those surprises can be managed. At Ballard Estate Planning we work with clients to determine what they want in their plans and what documents will be needed to protect them. Every adult should have a General Durable Power of Attorney and Healthcare Directive so that in the event that the client should become disabled and unable to make decisions, there is a designated trusted person to make those decisions for them. Additionally, most people will need a Last Will and Testament to communicate what will happen with their estate, who will manage said estate, who will be responsible for minor children, and may utilize testamentary trusts.
Services
Last Will and testament
The cornerstone of estate planning, The Last Will and Testament serves to address the wishes and wills of the decedent, establish who will be in charge of the estate after passing, and where the estate is distributed and how.
Transfer on death Deed
Transfer on Death Deeds are revocable testamentary deeds that transfer real property by inheritance to the heirs without the need for probate. The deed is recorded by the Grantor / Owner during their lifetime and when the Grantor’s death certificate is filed with the county, the property automatically passes.
Durable power of attorney
One of the most important documents when it comes to estate planning, The Durable Power of Attorney determines the decision maker in the event that the principal becomes incapacitated or otherwise unable to fulfill their duties.
revocable trusts
The revocable living trust is a common estate planning tool in states with high probate costs or long wait times with the court, such as California. The revocable trust is a legal entity that is created by the Grantor to assign, protect, and pass their assets to the next generation without the need of the court.
Healthcare Directive
Healthcare directives serve to indicate what type of medical care you want in certain situations. Healthcare directives are only resorted in the event that you are in a terminal condition, or diagnosed as permanently unconscious. Healthcare directives then dictate what types of care you would like to receive or reject.
Special Needs trusts
The special needs trust is used to take care of someone who may not be able to take care of themselves. These trusts are designed to work with government supplied benefits such as Medicaid. These types of trusts can be testamentary to take care of a surviving spouse, or setup to protect an individual in the Grantor’s lifetime.
Contact:
Location
1417 NW 54th St, Suite #239
Seattle, WA 98107
USA
Phone
(206) 783-1090
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