Estate Planning

Thorough, Thoughtful Consideration Tailored to Your Family’s Situation

Regardless of the size of your estate, it is vital to plan for your future today to avoid preventable headaches and legal expenses for family members. Worth Law Group practices proactive planning and works to bring innovative, creative solutions to complex situations. Every plan is built from the ground up to cater to each client’s individual needs and goals, and we’ll work with you each step of the way—from inception throughout the administration of the estate after death.

ESTATE PLAN (large)Is My Existing Will Sufficient for Proper Estate Administration?

A will provides instructions to the estate representative (either designated in your documents or appointed by the court) as to how to distribute your property and satisfy your creditors upon your death. A will is only one piece of a sound estate plan that will support your health, your family and your assets—and most importantly, eliminate the uncertainties associated with probate. Our lawyers explore your assets and liabilities to implement a comprehensive estate plan designed specifically for you.

Estate Administration Handled by Experienced Attorneys

Worth Law Group lawyers can assist the executor or serve as a representative in the administration of your estate. Whether designated by the testator or appointed by the court, we diligently identify, gather, protect and distribute the decedent’s assets. When disputes involving an estate occur, as they occasionally do, our estate litigation lawyers can effectively resolve issues in court, arbitration or mediation.

With a strong focus on probate matters, we are the best choice in Olympia for the following procedures:

  • Submitting estate inventories to the court
  • Correctly designating probate and non-probate assets
  • Efficiently handling estate creditors and administrative fees
  • Fulfilling state and federal tax obligations
  • Quickly distributing the remaining assets to heirs and beneficiaries

Getting Started

To save time and expenses during the preparation process, please download and complete our Estate Planning Fact Finder. Bring that with you to your estate planning appointment, along with the following documents, if applicable.

  • Decree of Dissolution
  • Property Settlements
  • Custody Agreements
  • Community Property Agreements
  • Status of Property Agreements
  • Prenuptial or Post-nuptial Agreements
  • Separate Property Agreements
  • Trust Documents
  • Gift Tax Returns
  • Current Will
  • Durable Powers of Attorney
  • Deed to Real Estate
  • Tax Statements for Real Estate
  • Current Statements for All Investment & Bank Accounts
  • Life Insurance and Annuity Policies
  • Current Statements & Beneficiary Designations for Employee Benefit Plans & IRAs
  • Buy–Sell Agreements for Closely Held Businesses
  • Organizational Documents for Business
  • Appraisals of Personal Property
  • Titles to All Vehicles
  • Long-Term Care Insurance Policies