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Cindy Morris Sadler has been preparing and administering estate plans for over 25 years.
 
Cindy will meet with you in your home or her office to understand your estate planning needs.  She will work with you to create a plan that meets your needs during your lifetime, in the event of incapacity and upon death. 
Some of the possible documents you may need are a Revocable Living Trust, a Special Needs Trust, an Irrevocable Life Insurance Trusts, a Disclaimer Trust, a Marital and Family Trust (A/B Trust), a Will with Guardianship provisions for minor children, a Pourover Will, a Living Will or Health Care Directive and/or a Durable General Power of Attorney.

Cindy will explain your options and quote a fee for your estate plan.  If you choose to retain Cindy to prepare your estate planning documents, you will receive drafts of all of the documents within 10 days.  After you have reviewed the drafts you may have changes you wish to make.  After you are satisfied with the documents we will set an appointment to finalize your estate plan. 

Most clients are pleased that the process is must easier than they anticipated.

Please call Cindy today to schedule an appointment to discuss your estate planning needs.  801-274-0062

Cindy is also able to assist in the administration of the estate after the death of a loved one.  Assistance can be as much or as little as you need.  She is able to get Letters Testamentary from the Probate Court in just a few days.   She can help you understand your role as executor, personal representative or trustee.

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