The Law Offices of Lindsey A. Jackson

Estate Planning

Whether you come to us without any existing estate planning documents in place, or are brushing the dust off existing documents to make updates for life changes over the years, we can help you achieve your estate planning goals by crafting customized documents + providing detailed guidance to ensure the successful implementation of your ultimate plan once we've completed our engagement.

While every Client engagement is different, common examples of our estate planning services include:

• Drafting custom documents to include a Last Will & Testament, Durable Financial Power of Attorney, Health Care Directives, and Funeral & Burial Instructions
• Reviewing existing estate plan documents to determine compatibility with Client objectives + recommend changes to achieve the same
• Drafting revocable trust agreements to achieve the following benefits:

        - Avoid Probate upon death

        - Maximize federal gift, estate, and generation-skipping transfer tax exemptions

        - Protect children + grandchildrens' inheritance by retaining in further trust

        - Provide continued access to Client assets upon subsequent disability

Estate Administration

With nearly a decade of experience administering trusts and estates at both large and small wealth management banks, Ms. Jackson has the first-hand expertise necessary to help you navigate the often-murky & convoluted world of Arizona probate and estate administration.

While we do not handle contested probate and trust matters, we are happy to provide referrals to excellent estate litigation attorneys. In uncontested matters - where no dispute exists as to the outcome - the firm provides the following Probate and Estate Administration services following the death of a loved one:

• Assisting next-of-kin with Probate filings + proceedings
• Providing guidance + preparing legal documents for collection, inventory, and distribution of Estate assets
• Preparing Estate asset division schedules + plain-language Synopses for family members
• Preparing Global Family Settlement Agreements (also sometimes referred to as Non Judicial Settlement Agreements) to memorialize agreed-upon outcome of Estate or Trust matter

Trust Administration

The firm represents both Individual Trustees + Trust Beneficiaries and provides the following Trust Administration legal services:

• Review existing Trust documents to determine Beneficiary-Client’s rights to modify Trustee appointments, modify successive beneficial interests using Powers of Appointment, request early termination of an uneconomical Trust, or other authority granted to Beneficiary + draft legal documentation to assist Beneficiary-Client in exercising said rights and authorities
• Representing a Beneficiary’s interest in ongoing Trust administration to ensure Trustee’s proper administration + fulfillment of fiduciary duties owed to Beneficiary-Client
• Assisting an individual Successor Trustee in administration, subdivision, and ultimate distribution of Trust property following Trust Settlor’s death
• Advising an individual Trustee of an Irrevocable Trust regarding Unitrust Conversions, Decanting, early termination of an uneconomical Trust, and many other issues which may arise during the course of administering a Trust