Protecting Your Financial Future
Estate Planning & Probate
Whether you were recently married and are starting a family or you have lost a loved one and need to begin the transfer of property and assets, I will provide you with the information and legal resources to create an intelligent estate plan, navigate the probate process and protect your family’s legacy.
I Will Protect What’s Most Important To You
Drafting and maintaining an estate plan is an important step in protecting your property and assets while you’re alive and after you’re gone. If this is your first experience drafting a will, trust or other estate planning instruments, I want to make the process as simple and pleasant as possible.
When we sit down together, I will discuss your goals, your current finances and where you hope to be in the future. I will explain what a will can and cannot do for you, outline various types of trusts, and ensure that you account for all your property and assets. This includes reviewing retirement accounts, pensions, life insurance and other assets you may not have considered. If necessary, I will help you draft health care directives and a power of attorney.
Navigating The Probate Process
After the loss of a loved one, resolving standing debts, distributing assets to heirs and beneficiaries, and navigating state and federal tax issues can be overwhelming and unpleasant. Whether you are a concerned heir or have been named the personal representative of the estate, I will move you through the probate process as quickly and efficiently as possible.
Some common probate matters I handle include:
- Filing a petition for probate or the administration of the estate
- Appointing a personal representative of the estate
- Sending out notices to creditors
- Discovery, inventory and appraisal of property
- Identifying and paying debts against the estate
- Paying any state and federal taxes
- Determining family allowances
- Sale and management of real estate and other property
- The distribution of property
When distributing property and assets, it’s common for heirs and beneficiaries to argue over the validity of the will, the distribution of property and possibly even the actions of the personal representative. These conflicts delay proceedings and cause costs to rise. I can help you avoid these issues by staying focused on finding a solution while protecting your interests.
Contact Me And Learn More About My Estate Planning And Probate Services
Cheryl Bergian Law Office works with individuals and families throughout eastern North Dakota and northwestern Minnesota. To schedule a free consultation with me, call 701-297-2501 or take a moment to send me an email. I offer free 30-minute consults, which you can schedule here. You can also arrange a 45-minute consultation by clicking this link.
Schedule A Free Consultation
If you would like to schedule a telephone consultation with me, please click one of the buttons below to make a 30 or 45 minute appointment.