The Law Offices of Robert P. Bergman offers a range of estate planning services and can help prepare various legal documents to ensure your wishes and desires are fulfilled. Some of the documents they can assist with include: Revocable Living Trust: A trust that allows you to maintain control of your assets during your lifetime and provides for their distribution upon your death, without the need for probate. Last Will and Testament: A legal document that outlines how you want your assets to be distributed after your death and appoints a personal representative to carry out your wishes. Financial Power of Attorney: A document that grants authority to a trusted individual (known as an agent or attorney-in-fact) to manage your financial affairs if you become unable to do so yourself. Advance Health Care Directive: Also known as a living will or medical power of attorney, this document allows you to specify your medical treatment preferences and appoint a healthcare agent to make decisions on your behalf if you're unable to do so. General Assignment of Assets to Trust: A document that transfers ownership of your assets to your revocable living trust, ensuring they are properly managed and distributed according to your wishes. Certification of Trust: A summary document that provides proof of the existence and terms of your revocable living trust, which can be presented to financial institutions and other parties when necessary. In addition to these foundational documents, the Law Offices of Robert P. Bergman can assist with the preparation of other types of trusts, including irrevocable life insurance trusts, retirement plan trusts, asset protected trusts, special needs trusts, and pet trusts. Each of these trusts serves a specific purpose and can help you protect and manage your assets effectively. The law firm also provides services related to trusts and estates, such as probate administration (managing the legal process of distributing assets when someone passes away), trust administration (overseeing the management and distribution of assets held in a trust), court petitions to gather assets into a trust (Heggstad Petition), and court petitions to modify an irrevocable trust.
By offering a comprehensive range of estate planning documents and services, the Law Offices of Robert P. Bergman aims to assist individuals and families in preserving their assets, protecting their interests, and ensuring their wishes are carried out effectively.
