Trusts/Wills/Estates
We will walk you through the process for setting up your will and trust. This will involve us reviewing your assets and organizing your estate with the personal representative, trustee, and beneficiaries so that they can avoid going to court upon distribution. At the time of distribution, we will be able to work with the personal representative, trustee, and likely an accountant, to make sure that the estate is administered per the terms of the will and trust.
There are boilerplate will and trust documents you can find online, but there is a high likelihood of that creating more problems that an attorney will have to deal with later on. It is a lot more effective to have a law firm understand your situation and create the will/ trust. That increases the likelihood of avoiding probate court (time, stress, money) and there will be no confusion when the estate needs to be administered.
If the governing will/ trust/ estate documents have already been created and you are an interested party to an estate, we can be very helpful in ascertaining and asserting your rights.
Trustindex verifies that the original source of the review is Google.
Horizon Gig2024-05-15Great people to work with! Very knowledgeable and quick to respond. Highly recommend.Trustindex verifies that the original source of the review is Google.
Alan Steinberg2024-05-09Marcus Baldori is an exceptional legal advocate and collaborator who is at ease with client input that might pester other advocates. He’s also broadly-informed and willing to explain whatever you need in the moment. I have found that a rare trait among many more remote lawyers these days. I have worked with Marcus on challenging trust issues, with which he’s proven versatile and open, where I know many lawyers are not. A reader and gifted musician to boot, he’s always on tempo at the changes and gracious with your suggestions. Maybe most important, you’re always secure he’s got your best interests at heart. I’m a team athlete and Marcus is the teammate you want on the field in the clutch. Simple as that.Trustindex verifies that the original source of the review is Google.
Austin Black2024-05-08Marcus is an excellent attorney that makes his client's goals a priority. Marcus cares about his clients, and is willing to put in extra effort to make sure they receive appropriate results in his cases.Trustindex verifies that the original source of the review is Google.
Kuhu Tanvir2024-05-07Working with Marcus made a very stressful issue so much easier. I appreciated that he took the time to understand our issue and then worked to get us the best possible result.Trustindex verifies that the original source of the review is Google.
Tyler Jones2024-05-02Someone to fight for you while you have to take care of your stuff. Marcus Baldoei will handle business without the extra stress. Thank you!Trustindex verifies that the original source of the review is Google.
Justin Williams2024-04-30They reviewed some paperwork and had an answer for me and fixed my issue immediately. Thats something you just can't find today. Very down to earth law firm Highly recommended! I'll let all of my customers know too!Trustindex verifies that the original source of the review is Google.
Adam Davis2024-04-08Marcus was a wonderful lawyer he was skilled and assisted me and my family in our legal troublesTrustindex verifies that the original source of the review is Google.
Meredith Bradley2024-04-04Marcus filled in for my lawyer while my lawyer was out of town. I was incredibly grateful to have his help despite the fact that I am not his client and am sure he has plenty of his own casework to deal with and attend to. I greatly appreciate his help in resolving this matter for me.Trustindex verifies that the original source of the review is Google.
Cassandra Wirt2024-03-22Marcus was a huge help and answered all of my questions. 10/10 would refer anyone to himTrustindex verifies that the original source of the review is Google.
Rachel Gillett2024-02-21Marcus did a great job and really helped me take care of everything from start to finish. He was professional and answered any questions I had along the way. I would highly recommend him!
