Probate & Trust Administrations

Choosing a Representative in Estate Planning

Choosing a Representative in Estate Planning

In completing your estate planning, there are often tough choices that need to be made. These important decisions include determining who you want to make decisions on your behalf if you are not available to do so because of unavailability, incapacity or death. The most common types of representatives include a personal representative/executor, trustee, power of attorney and guardian. Each of these representatives include different goals and considerations. Let us assist you in choosing the best personal representative, power of attorney, guardian or trustee for you and your family. 

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Probate Basics: Summary Administration

Probate Basics: Summary Administration

If you are dealing with a simple estate and deciding whether a probate is necessary, a summary administration of the estate may be an option to avoid a lengthy probate. Idaho law allows for a simple alternative to probate if you are the surviving spouse of the deceased and you are the sole beneficiary of the deceased’s estate called a “summary...

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Estate Planning Basics: Trusts, Power of Attorney, and Healthcare Directives

Estate Planning Basics: Trusts, Power of Attorney, and Healthcare Directives

It’s common knowledge that proper estate planning is important for your future and the future of your loved ones. Knowing where to start, however, isn’t always straight forward. Before getting started, it’s important to understand the four main legal documents involved with a basic estate plan: Trust, Will, Power of Attorney, and Healthcare...

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Choosing a Representative in Estate Planning

In completing your estate planning, there are often tough choices that need to be made. These important decisions include determining who you want to make decisions on your behalf if you are not available to do so because of unavailability, incapacity or death. The most common types of representatives include a personal representative/executor, trustee, power of attorney and guardian. Each of these representatives include different goals and considerations. Let us assist you in choosing the best personal representative, power of attorney, guardian or trustee for you and your family. 

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