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Creating And Implementing An Effective Estate Plan

Creating and implementing a plan to transfer your property to your loved ones is important work. You naturally want the wealth you’ve worked so hard to acquire to be distributed as you intend, in ways that take proper account of taxes and other factors.

To do this as smoothly as possible, it’s important to get help from a trusted law firm. At Scott Wright, Attorney, LLC, our team can guide you through the estate planning and probate process.

Give us a call today to discuss your specific situation. From our office in Reynoldsburg, we serve clients in the Columbus area and throughout Central Ohio.

What Documents Do You Need?

Your estate plan should of course be customized to your unique circumstances. Our lawyers offer the personalized service needed to make that possible.

We’ll start with the basics, such as whether you have a basic will. You should also have a health care directive (often called living will, but more formally known in Ohio as an “advanced directive”).

Another key document is a health care power of attorney. This will allow you to designate someone to make decisions about medical care for you if you become unable to do so yourself.

Beyond these basics, however, there may very well be particular arrangements that are needed to help you achieve you estate planning goals. For example, it may make sense to put someone of your assets in trust, so that they do not have to pass through the probate process.

Skilled Guidance Through The Probate Process

Probate is the process by which a will is formally validated and used to distribute property. There are many legal requirements to be followed before property can be distributed to heirs — and many conflicts that can arise during the process.

Our law firm can help you understand the steps that must be followed and take action to protect your legal interests. We encourage you to call us today at 614-678-5047. Or, if you prefer, complete our online form.