The Magi Group
Law & Mediation Firm
Estate Planning
Planning for your future is one of the most important gifts you can provide to your loved ones. Estate Planning is key to ensuring your loved ones receive the necessary provisions to move forward. We have developed three premiere packages to meet your estate planning needs.
The Peace Provider Package
This comprehensive package includes establishing and funding a Trust, along with the other documents included in the The Cupbearer and Steward Packages.
Services Include:
Will Preparation
Health Care Power of Attorney/Advance Directive
Beneficiary Designations
Durable Power of Attorney
Trust Establishment
Trust Funding
Probate Administration
Probate administration is the process in which a deceased person's estate is resolved. An estate consists of a decedent's assets and debts. Generally, regardless of whether a person died with or without a will, the court with probate jurisdiction will need to authorize the administration of the decedent's estate. There are a few ways to petition the court to probate a decedent's estate. An interested person may ask the court to open the estate as either:
*Unsupervised
*Supervised
*Probate Will Without Administration (aka Spreading the will of record)
Indiana law offers other routes to deal with a decedent's estate outside of court. These other routes, include small estate affidavit, heirship affidavit, transfer on death, etc.
Call our office today to determine which is the appropriate next step for you.
Probate Administration/Estate Planning
Frequently Asked Questions
Question
My father died leaving a properly executed will. Do I still need to go to court for his assets and debts?
ANSWER: Maybe. This is a fact sensitive question and depends on how your father titled his assets prior to his death. Generally, a properly executed will may still need to be admitted to court for authorization to administer the decedent's estate. Call our office today to learn more about wills and probate administration.
Question
I'm my mother's only child and she was not married when she died. She lived here in Indiana with me at the time of her death but owned real estate in Kentucky. How do I get the deed of that property titled in my name?
ANSWER: This is fact sensitive question. Generally, the state in which the property is located has jurisdiction over the property. Call our office today to gain more insight on the appropriate next steps.
Question
My mother died and left a properly executed Will. She left everything to my siblings and her cat. She did not include me in her will. I believe she was unduly influenced to keep me out of the will. How do I contest the will?
ANSWER: Call our office today to learn how to properly contest a will.
Question
I've been hearing a lot about setting up a Trust. I'm confused as to when you need a Trust and when do you need a Will. Do you even need both?
ANSWER: Great question! Call our office today to discuss the differences between these types of estate planning tools.