Hiring a trust attorney in Cincinnati, Ohio is advised on at least three occasions. First, to help you create your estate plan, in which your trust, will, and other legal instruments are included. Your loved ones will appreciate your forethought.
Second, once you have your estate plan completed (congrats on that!) working with a trust attorney is important so you can update it periodically. Life brings changes and while life here in Cincinnati, Ohio is not fast-paced like other metro areas, our personal lives can change pretty quickly. Events such as getting married or divorced, having a baby, adopting a child, or suffering an unexpected disability are just a few that may require updating your plan. As a trust attorney, as part of my service, I offer a complimentary review of estate plans I’ve created for my clients every three years, just to make sure their plans meet current needs.
The third occasion upon which you would be advised to hire a trust attorney here in Cincinnati Ohio is when you are the named executor of a trust, perhaps that of a parent or spouse, and sadly, that individual has died. This will likely be an emotional and difficult time for you so you’ll definitely want to work with a trust attorney. Just a few of the tasks executors are usually required to handle, especially those who are responsible for executing the estate of the last surviving parent might include:
Getting copies of the death certificate
Filing the will
Inventorying assets (if needed)
Protecting personal property, such as the family home, to ensure it is maintained until it is sold
Paying outstanding debts
Communicating with all heirs
Distributing assets
It’s a lot and it can be complicated. A trust attorney can help ease the burden.
The services of a trust attorney are important in the above three scenarios, as well as others. Creating an estate plan, updating it regularly, and when you need to fulfill your role as the appointed executor of an estate plan. An experienced estate planning or trust attorney can be counted on to help you in all three cases.
I invite you to visit my website’s services page so you can familiarize yourself with my estate planning and trust attorney services here in Cincinnati, Ohio. Or call me to schedule a consultation at 513-399-7526.