Wealth Transfer
& Estate Planning

Renee Ashland is dedicated to providing sound and innovative wealth transfer and estate planning legal advice, as well as, document creation and probate administration services. Have questions? Click the button below to schedule a free consultation.

Probate

Probate

Probate and Trust administration are procedures used to help expedite the distribution of funds and assets to beneficiaries after someone has passed away. These court procedures follow different rules and guidelines depending on whether any (or no) estate planning documents were available at the time of passing. Renee Ashland represents your interests with the courts, government, and non-government entities, and more...

(Recommended for/common uses – All estates go through some sort of administration…those with Wills, usually go through our probate courts, and those with Trusts sometimes have the ability to administer the Trust outside of the probate courts! Those without a plan (i.e. did not have any documents drafted) still go through the probate courts, and the process can be a bit messier because no directions were outlined.)

Will

Will

A Will is usually what comes to mind for many folks when they hear the words “Estate Planning.” A Will is a legal document that allows you to transfer your property at death. It is administered through the Probate Court and allows you to name who will receive your assets, who you would like to be in charge of settling your estate, who you would like to name as a guardian for... your minor children…and much more.

(Recommended for/common uses – those who want: to name guardians for their young children, an all-or-nothing plan for beneficiaries, their estate to be handled through the probate court, just the basics)

Trust

Trust

A Trust allows you to transfer your property at death, but provides additional flexibility that you cannot get in a Will. A Trust is a legal agreement in which property and assets are held, administered, and maintained by one party for the benefit of someone else. A Trust allows you to create specific parameters on who can/should receive your assets, how much they should receive, how... often someone should receive “installments” of their inheritance, and much more.

(Recommended for/common uses – those who want: privacy with their plan, more flexibility than a Will, to treat children/beneficiaries differently, to avoid probate, to protect their business, to plan for the extended care of a pet, their beneficiaries to receive their inheritance in something other than one lump sum, to protect everyone fairly in their blended family, to be more strategic with taxes)

Health Care Directives

Health Care Directive

A Health Care Directive is a document that allows you to leave instructions to guide anyone who may need to make health care decisions for you. It gives you the ability to name another person to make health care decisions for you in the event you are unable to decide, or cannot speak, for yourself. This person works with your health care providers to make sure your wishes are met as... closely as possible.

(Recommended for/common uses – those who want: a less expensive alternative to a guardianship, to choose who will make decisions (rather than a court), to prepare for an unexpected medical situation)

Power of Attorney

Power of Attorney

A Power of Attorney is a legal document that permits another individual to step into your shoes, and act on your behalf…within a set of rules you establish. It allows you to grant someone else the power to handle your affairs, and make decisions for you, much like a Health Care Directive, but instead of health care decisions, you are granting this power in relation to your finances and property....

(Recommended for/common uses – those who want: a less expensive alternative to a conservatorship, to choose who will make decisions (rather than a court), to prepare for an unexpected financial situation)

Real Estate

Real Estate

Renee Ashland PLLC has partnered with a real estate brokerage to streamline your real property needs. By working with our group, both your legal and real property essentials can be handled in one place, which can save you a lot of time, money, and headaches.

(Recommended for/common uses – those who want to streamline the process by minimizing the amount of time, paperwork, fees, parties... involved, etc. with buying and selling your family home, investment property transactions and using estate planning tools such as a Trust to further protect that property, selling probate property according to the rules and regulations of the probate system, and more!)

Group Pricing

Group Pricing

Protecting your loved ones and coming up with your plan is important work, and sometimes it takes multiple people to make that plan work. Because of this, all estate planning for groups of 3 or more individuals is discounted at a rate of 20% off! This works great for those folks that want to make sure their family/team/group is protected and taken care of. The discount can be applied to a... networking group, a company, your employees, multiple generations in a family (Mom and Dad need a plan at the same time as Grandpa and Grandma?), a group of friends, your religious community, your nonprofit, the school board, the board of directors…the list is endless…when your group is ready to plan, we are here to help!

(Recommended for/common uses –those who want: To benefit from group pricing and get as many close colleagues and loved ones protected in a cost effective manner. Any time you have a group of 3 individuals or more that get their estate planning done at the same time, the discounted rate will apply to the whole group!)