Estate planning

Will your assets go where you want them to go after you pass on? Will you receive proper care as you go through the aging process? A proper estate plan can ensure that your long-term care and medical needs are met and that your assets go to whom you want after you die.

We will customize an estate plan to meet your specific needs. Whether you are young or old, it is not too early to begin thinking about the future, and to plan for aging. Contact us now to help you devise the right estate plan for you and your family’s needs.

Jill M. Metz and Associates offers comprehensive planning for one of the most difficult situations we ever face: preparing for your death or facing the death of a loved one. Jill M. Metz and Associates helps you to determine what will happen to your property and smooth the process of transferring your assets to your survivors.

Estate

Planning for an estate transfer is daunting for many people, but no matter how small your assets may be, crafting a well-conceived plan is essential to ensure that your loved ones are cared for and your property is distributed the way you want it to be. Jill M. Metz and Associates will put together a package of documents that reflects your needs and circumstances.

We will help you draft a will, name a guardian for your minor children, create a living trust, and set up a durable power of attorney so that your finances can be taken care of no matter what the circumstances in the future. Jill M. Metz and Associates focuses on not only the content of your documents, but their clarity.

Frequently Asked Questions: Estate

Probate

When you find yourself with a loved one who has just died, that person's estate must be administered in probate court. The court legally recognizes the death and appoints an administrator, usually the executor of the will. If there is no will someone will be appointed by the court.

The administrator will oversee the property and have the right to sign documents, sell property, and distribute assets on behalf of the estate. This process can be further complicated if the deceased left no will, or had complicated finances. If you are an heir, Jill M. Metz and Associates will help represent your interests at this difficult time.

When the estate is less than $50,000, can all be transferred by title, or by named beneficiary, probate may not be necessary. We can provide you with a small estate affidavit. Likewise if the only asset is the deceased's home, probate may not be necessary even if the value of the home is over $50,000. But in this event, you should still consult with our office because this situation can be tricky.

Frequently Asked Questions: Probate

Estate Planning Information Center