dan parsons
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Rated 5 out of 5 stars
Love being able to schedule an appointment after 5:30. The videos have a lot of great information, that I never would have thought of.
Surge Business Law
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Benefits of a Succession Plan for You and Your Family
Should I Choose a Will or a Trust?
What Is Included?
Common Questions
What is a will?
A will is a legal document that specifies what should happen to your property when you die. It names beneficiaries, appoints an executor, and can designate guardians for minor children.
What is a trust?
A trust is a legal entity with some of the rights of a person, including the right to own property. Assets placed in a trust can be distributed to beneficiaries without going through probate.
What is probate?
Probate is the legal process for distributing your property when you die. It is handled by a judge in a courtroom and typically takes several months. The court oversees the payment of debts and distribution of assets.
What is an estate plan?
An estate plan is a set of documents governing what happens to your property when you die or become incapacitated. It typically includes a will or trust, power of attorney documents, and healthcare directives.
What is a power of attorney?
A power of attorney is a legal document that you create while you are alive and competent. It authorizes someone you trust to make financial or healthcare decisions on your behalf if you become unable to do so.
Do I need a business succession plan?
Every business needs a succession plan. This is something in addition to a will or trust that specifically addresses what happens to your business ownership and operations when you retire, become disabled, or pass away.
What is your refund policy?
If you prepay for services and do not use them, you will receive all of your money back. We stand behind our work with a 100% money-back guarantee.
How do I get started?
You should schedule a free consultation with us. You can set an appointment online using the button at the top of this page, or call our office during business hours.
What Our Clients Are Saying
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Justin Clay
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Rated 5 out of 5 stars
They put together step by step learning modules that take you through key aspects of running a business and they have made the process very simple.
Jason Yates
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Rated 5 out of 5 stars