Probate Services
–Have you lost someone and are not sure whether you must go through probate or not?
–Have you gone to the Courthouse and started the probate process and now need help preparing the required court filings?
–Have you received lots of papers from insurance companies, brokerage firms, retirement plans, and banking institutions asking you to fill out papers to transfer assets and need help filling them out?
-Have you filled out forms but need your signature notarized?
-Have you had trouble getting through to an insurance company or financial institution so you can get the right forms to make a claim, change a beneficiary or transfer an asset?
Please call me for a free 1 hour consult to see how I can help you.
Fiduciary Services
–Do you need help or know someone who needs help paying their bills and keep tracking of them?
-Do you need someone to serve as agent for you as a Power of Attorney?
–Do you need someone to serve as Executor for you?
–Do you need to name a Successor Trustee for yourself?
–Do you need someone to be appointed as a Conservator or Guardian for you?
–Do you need an Advocate?
Please call me for a free 1 hour consult to see how I can help you.
Notary Public
Per the Office of the Secretary of the Commonwealth of Virginia, before performing a notarial act, a notary must be CERTAIN of the identity of each person whose signature will be notarized. A notary is required to exercise a HIGH DEGREE OF CARE in determining the identity of any person whose identity is the subject of a notarial act. Unless such person is known by the notary, identity shall be ascertained by examination of one or more of the following nine unexpired documents:
1) a United States Passport,
2) a United States Passport Card,
3) a certificate of United States citizenship,
4) a certificate of naturalization,
5) a foreign passport,
6) an alien registration card with photograph,
7) a state issued driver’s license,
8) state-issued identification card, or
9) a United States military card.
I do not charge for notarizations BUT you MUST have your ID. Call to schedule an appointment.
Estate Planning
-Do you need a Power of Attorney, Will or Trust?
–Do you have Estate Planning Documents, but they are old and need to be reviewed and/or updated?
-Do you want to change your Agent or Executor or your Beneficiaries?
I work with many attorneys and can help find the right one to assist you with getting your documents prepared, changed and executed.
Book your 1 hour consult today.
Call today to schedule your free 1 hour consult…
