How We Help
 

Your estate plan should be understandable, signable, and usable the moment you need it. We start with your goals—beneficiaries, guardians, taxes, privacy, disability planning—and map your assets so the right tools work together: Will, Revocable Living Trust (when appropriate), Powers of Attorney, Health-care Directives, HIPAA, and a practical funding/beneficiary checklist. We coordinate titles and beneficiary designations (POD/TOD, retirement accounts), prepare any needed deeds or assignments, and run a calm, efficient signing. You leave with a clean estate binder and secure digital copies.
 

If a loved one has passed, we guide personal representatives through Idaho probate with clear steps, timelines, and court filings. Throughout, you’ll receive clear updates, task lists, and real deadlines—no guesswork. Hablamos español.

 

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What's Included?​

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• Will (with guardianship, if needed)

• Financial Power of Attorney

• Health Care Power of Attorney & Living Will

• HIPAA Authorization

• Trust (when appropriate) + funding checklist

• Deed or assignment documents (as applicable)

• Signing ceremony guidance + estate binder + PDFs​

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Wills​

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Your Intent—Documented and Enforceable
 

A Will names who inherits, who’s in charge (Personal Representative), and who will care for minor children (Guardians). It also coordinates with beneficiary designations and any trust you use.

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When a Will-centered plan fits:

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• Modest or straightforward distributions

• Beneficiaries are adults and financially responsible

• You’re comfortable with probate oversight and public records

• Real property and accounts are already set to transfer cleanly (beneficiaries/TOD/POD)

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Key decisions in your Will:

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• Executors/alternates and their powers

• Guardians for minors + first/second choices

• Specific gifts (heirlooms, charitable bequests)

• Residuary plan (who receives “everything else”)

• Disinheritance language (if needed)

• Pet plan (care and funding)

• Digital assets and online accounts access authorization

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What we draft & deliver:

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• Customized Will (with guardianship provisions if needed)

• Tangible Personal Property memorandum template

• Coordination instructions for account beneficiaries and TOD/POD

• Executor playbook (your PR’s first-90-days checklist)

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Common Will pitfalls we prevent:

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• Conflicts between the Will and beneficiary forms

• Leaving minors assets outright (court-created conservatorships)

• Missing contingent plans (if a beneficiary predeceases)

• No plan for digital assets/passwords

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Trusts

 

Avoid Probate. Add Control and Privacy.

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A Revocable Living Trust (RLT) lets assets transfer without probate, keeps details private, and provides incapacity back-up—you manage your assets while you’re able; your Successor Trustee steps in if you cannot.

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When a Trust adds value:

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• You want to avoid probate and maintain privacy

• You own real estate (especially in or outside Idaho)

• Minor, special-needs, or spendthrift beneficiaries

• Blended families or second marriages (protect each side’s intent)

• You want staged distributions (e.g., ages 25/30/35) instead of lump sums

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Trust features we commonly add:

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• Pour-Over Will (catches assets left outside the trust)

• Successor Trustee ladder and disability replacement provisions

• Spendthrift protections for beneficiaries

• Sub-trusts (minor’s trust, special-needs trust, marital/descendant options)

• Trustee guidance letter (plain terms on philosophy and priorities)

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Funding (the step that makes your trust work). We provide a Funding Checklist and hands-on help to:

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• Retitle appropriate non-retirement assets to the trust (home, non-qualified accounts where appropriate, brokerage accounts)

• Update beneficiary designations (401(k)/IRA typically remain in your name; trust is often a contingent beneficiary—facts matter)

• Record any deeds (as applicable) and prepare assignments for closely-held business interests

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What we draft & deliver (Trusts)

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• Revocable Living Trust (tailored), Certification of Trust, Pour-Over Will

• Property deed(s) or assignment docs (as applicable)

• Funding/beneficiary checklist + “who to call” sheet for banks and custodians

• Trustee playbook (first-30-days after incapacity or death)

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Probate

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Clear Steps After a Loss

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Probate is the court process to recognize the Will, appoint the Personal Representative, notify creditors/heirs, gather and value assets, pay valid debts/taxes, and distribute what remains.

 

When probate is likely:

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• Assets titled solely in the decedent’s name without a beneficiary/TOD

• Real property not placed in a trust

• Financial institutions require court authority (Letters)
   

How we guide Personal Representatives:

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• Evaluate whether informal vs formal probate is appropriate

• File the petition, obtain Letters, and publish/serve required notices

• Inventory/valuation; coordinate appraisals if needed

• Manage claims, sales, and distributions; maintain accounting

• Close the estate with the court and deliver releases/receipts
   

Ways to simplify or avoid probate next time:

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• Proper use of trusts

• Beneficiary/TOD/POD designations aligned with your plan

• Correct property titling and updated deeds

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What's Include In A Typical  CRL Plan?​

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1. Will (with guardianship if needed) or Will + Revocable Trust package

2. Financial Power of Attorney (durable)

3. Health-Care Power of Attorney & Living Will

4. HIPAA Authorization

5. Trust Certification and ancillary letters (if using a trust)

6. Deeds/Assignments (as applicable)

7. Funding/Beneficiary Checklist + institutional scripts

8. Signing ceremony with witnesses/notary

9. Estate Binder + Secure PDFs (digital copies)

10. Spanish-language support available

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Process & Pricing​

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Our 3-Step Process

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• Discovery (45–60 min): Goals, family, assets, and concerns → we recommend Will-focused or Trust-focused path.

• Draft & Review (5–10 business days typical): We send drafts with a plain task list; you review and we revise.

• Sign & Fund: In-office or mobile notary. We provide funding help and beneficiary alignment steps.

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Transparent Fees

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• Flat fees for most plans; quoted in writing after Discovery so you know the full scope (plan type, deeds, funding level, urgency).

• Probate: flat or hourly, depending on complexity; we outline court costs and expected timing before filing.

• No surprise invoices—any add-ons (e.g., special-needs trust, business succession) are quoted before we draft.

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Turnaround

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• Many plans can be completed in 2–3 weeks once we have your info; urgent signings available.

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Documents & Info Checklist

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• Family info (names/addresses, guardians/trustees/executors)

• Asset list (home, accounts, retirement, life insurance, business interests)

• Current beneficiary designations (401(k)/IRA, life insurance)

• Existing estate documents (if any)

• Special instructions (heirlooms, pets, charitable gifts)

• Contact info for CPA/financial advisor (optional)