VPS manages the estate settlement process from start to finish and assists attorneys with document drafting, review, and filing. VPS`s team of trusts and estates paralegals have experience in both trusts and estates law firms as well as working in probate courts. VPS services include the following:
Trust & Estate Planning
Drafting estate documents including: Health Care Directives and Proxies, Power of Attorney, Wills, Living Trusts, Declaration of Homestead, Transfer Deeds, and Life Insurance Trusts
Estate tax research and planning
Estate modeling integrating financial and behavioral impact
Probate and Litigation
Draft and edit petitions and supporting documents required for probate, conservatorship, and trust administration.
Investigations and legal research regarding contested wills, trust, conservatorship challenges, entitlement issues, and creditor claims
Draft and edit petitions in response to contests
Review estate planning documents and prepare summaries and analysis
Review and organize records maintained by fiduciaries, decedents, and proposed conservatees
Prepare inventories, real estate transfer deeds, change of ownership reports, exclusion claims for reassessment and supplemental documents required to facilitate the transfer of real estate
Prepare distribution plans for probate administration under the terms of wills and the laws of intestate succession.
Draft fiduciary accountings, attorney fee declarations, and supplements to perfect pleadings in response to inquiries by probate attorneys and examiners
Assist with trial preparation by drafting trial memoranda, managing data bases, exhibits and document production
Draft and edit gift tax and federal estate tax returns (forms 706 and 709).
Manage and secure confidential contracts, settlement agreements, and correspondence
Prepare sub trust allocation schedules and distribution plans pursuant to terms of governing trust documents
Manage trust administration and maintain files and compliance calendars
Prepare and send notices and alerts to beneficiaries
Prepare and file required documentation for distributions and taxes
Paralegal services provided for lawyers with clients or businesses in Alabama, Arizona, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.