Kerry Spence Estate Plans
Wills are used along with living trusts in most estate plans. You can think of them as kind of a backup plan for the living trust. Imagine that you won a big lottery prize and died from the excitement. Those winnings would not be covered by your living trust so they would go through probate before your loved ones could inherit the money. They would probably have to wait six months to a year and lose a significant percentage to legal and court fees. If you named someone in your will to receive any of your assets that aren't covered by your living trust, they would get the asset without going through probate. You could also include instructions in your will for how these additional assets are divided among your beneficiaries. This way your wishes will be followed.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
Sentiment Analysis
They did my will & trust.
As a second generation family member in the legal business, Kerry has a very strong background.
At the end when I was finally through it all, I asked how much more I owed her since this went on for so long and seemed like she put so much more into it than what I paid for, she said "nope", your original fee covered everything.
She told me she charges a fixed fee for the documents, and if we needed a legal opinion or strategy, she would call in a lawyer for an hour or two consultation that I would pay for separately.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.