Estate Planning Attorney

An estate planning attorney does more than creating a will.  As a lawyer helping others with estate goals and issues, my job is more human planning.

Human planning means advising my Clients on issues about:

  • Wealth Transfers,
  • Insurance Alignments,
  • Health Challenges,
  • Religious Considerations,
  • Financial Decisions,
  • Longevity Planning,
  • Emergency and Disability Planning,
  • Charitable Giving,
  • Peace of Mind,
  • And much more.

For some, these types of decisions are easy to make,  while others find it burdensome or uncomfortable.  The goal for this law office is to advise, simplify, draft, and advocate.

Because I want your next step to be easy, consider the following.

Estate Planning Steps

When I meet with veterans, families and single persons, I start with asking questions.  What are your concerns, what do you want to have happen, and who do you trust?  Sometimes, this discussion can take Clients minutes or weeks to think through.  Believe me, this is normal.

As a source of truth, I like the idea of reviewing what Minnesota’s attorney general says about estate planning.  Upon hearing your goals and priorities, issue spotting becomes much easier.

While we are alive, an estate planning attorney can draft and assist with:

Estate Planning: After Life Transitions

When we move onto the next level, a lawyer helping or advising an estate takes on different roles.  Generally, the process transitions into advising a personal representative (“PR”), trustee or beneficiary.

Post-death planning issues include:

Estate Lawyer and Services

Seeking help from an Estate Lawyer means different things to every person and family.  Here are a few examples:

  1. One-on-one Consultations,Edina Estate Attorney MN
  2. Drafting documents and memorandums,
  3. Document review,
  4. Representation during the probate process, and
  5. On-going advocacy at your discretion.

Again, because every person and every family dynamic is different, every plan should be different too.

Meeting an Estate Planning Attorney

If you are curious who I am and how I do things, please check out one of my classes through the Community Ed Department in Richfield, Minnesota or Adult Enrichment Dept. in Bloomington Minnesota.

Contact #Jasper

No attorney-client relationship is formed by contacting this law office. If you contact IAJ Law, LLC by phone, text, social media, e-mail or through any other means, you may not necessarily receive a response.