Generally a conveyancer will require a deed or mortgage to be signed by the principal and will allow all other closing documents to be signed by the Attorney in fact. Wills are the documents used to transfer property after death. They can be as complex or simple as needed. They can be amended or changed until the individual loses testamentary capacity or dies. Trusts are documents which will hold property to be used by the Trustee for specific purposes, such as support, maintenance and education of children, maintenance of an incapacitated spouse, child, or other relative.
Complex trusts provide a vehicle to shift assets for estate tax purposes.
Estate Administration is the process by which the Will is offered for probate and the assets of the estate are distributed. Estate Administration also encompasses preparation and filing of the Estate Tax Return and obtaining a Release of Estate Tax Lien for any real estate in which the decedent had an interest at death. Both Attorneys Balas and Morin have extensive experience in estate administration and planning. Back to the Services Page. P.C. All rights reserved.