Craft Your Legacy: Goal-Driven Estate Planning with Lisa Uresti, PLLC

Nov 30, 2023 | Blog

Building a Lasting Legacy Through Estate Planning

Embark on a journey to create a lasting legacy with the Law Office of Lisa Uresti, PLLC. Our approach to wills and estate planning is not just about asset distribution; it’s a reflection of your values and dreams. Our packages, meticulously designed by Lisa Uresti, PLLC, offer a broad spectrum of services for effective and efficient legacy management.

Key Features of Our Estate Planning Services

Our comprehensive estate planning includes diverse features:

Individualized Administration: Tailored management for each estate.

Versatile Distribution Plans: Flexible options for asset allocation.

Trusts for Minors: Secure future for younger beneficiaries.

No Contest Clauses: Safeguarding your estate against disputes.

Formal Will Execution Ceremonies: Ensuring legal validity.

Self-Proving Affidavits: Streamlining the probate process.

Customized Planning Tailored to Your Goals

At the Law Office of Lisa Uresti, PLLC, we appreciate the uniqueness of each client’s goals and concerns. Our personalized planning encompasses:

Streamlining inheritance processes for heirs.

Safeguarding assets from divorce or creditor claims.

Encouraging entrepreneurship and educational pursuits through incentive trusts.

Creating balanced trusts that provide comfort yet incentivize beneficiaries.

Establishing provisions to prevent substance abuse, with trustees having necessary authority.

Comprehensive Estate Planning Package

Our all-inclusive package covers every aspect of your estate, ensuring thorough preparation:

Last Will and Testament.

Living Will.

Durable and Medical Power of Attorney.

HIPAA Authorization.

Declaration of Guardian.

Probate Avoidance Documentation.

Estate Planning Binder for easy management.

Three Simple Steps to Begin

Fill out our online Client Information Worksheet.

Schedule a teleconference or initial consultation.

Review and finalize the documents with our team.

Transparent and Fixed Fee Structure

Our estate planning services are offered at fixed fees:

No surprises or overcharging.

Full transparency in billing.

Respect for your time and financial resources.

Why Choose Lisa Uresti’s Law Office for Your Estate Planning

At the Law Office of Lisa Uresti, PLLC, we believe estate planning is about creating a legacy that resonates with your values and aspirations. Our goal-driven approach ensures that your estate plan goes beyond mere asset distribution, embodying the impactful legacy you wish to leave. Start shaping your legacy with us today.

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