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Making Estate Planning Easy,
Step-By-Step

1

Initial Consultation

We talk by phone or video conference to understand your needs and brainstorm an estate plan.

2

We Design The Estate Plan

Lewis Legal draws up an estate plan customized to your life.  This process usually takes a few business days.  

3

Finalize and Sign

We meet at your home or another convenient location to review, sign, and finalize your estate planning documents.  

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Services

A good estate plan is multi-faceted. 

Here are some of the components that your estate plan could include: 

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Last Will and Testament

A will tells your loved ones and the court how to distribute your assets.

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Living Will

A living will lets you spell out the type of end-of-life medical interventions you would want to receive.  

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Probate Strategies

Probate is the legal process of paying debts and distributing assets after a person passes.  Overseen by the local court, probate is often time-consuming and expensive.  We can help you create an estate plan to make things go smoothly.

Estate & Probate 

Services

  • Deeds​

  • Guardianships/Conservatorship

  • Name Change

  • Probate

  • Trust Administration

  • Trust Drafting

  • Assistance, Guidance & Advice

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Power of Attorney

With a power of attorney, you designate someone to manage your financial and day-to-day affairs while you are alive.   

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Young Families

Making sure that your children will be loved and provided for if you are gone is paramount.  We can help you nominate guardians and navigate leaving a legacy.

 

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Boats and Cars

Many boats and cars can pass outside probate through survivorship titles and transfer on death designation affidavits. 

Family Law

Services

  • Alimony

  • College & Child Support

  • Child Custody

  • Divorce Litigation

  • Equitable Distribution

  • Mediation

  • Settlement Agreements

  • Visitation

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Health Care Power of Attorney

In a health care power of attorney, you select someone to make health care decisions for you in case you cannot. 

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Pets

An estate plan can designate who will care for your pets upon your incapacity or death, and can even leave money to use in caring for pets.

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Real Estate

Real estate can often pass without the need for probate by using transfer on death designation affidavits or survivorship deeds.   

Non-Estate Planning 

Services

  • Adoptions

  • Child Custody

  • Dissolution

  • Divorce

  • Postnuptial Contract

  • Prenuptial Contract

  • WBE Certifications

  • MBE Certifications

  • DBE Certifications

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