• Make a Payment
  • Clio Connect Secure Login
Empowered Legacy Planning
  • Home
  • About Us
    • Meet The Team
    • Careers
  • Services
    • Estate Planning & Trusts
      • Trust Maintenance
    • Probate & Trust Administration
      • About Probate
    • Guardianship & Conservatorship
    • Business Law
    • DocuBank
  • Resources
    • Free Guide: What to do After a Loved One Dies
    • Videos
  • Blog
  • Contact Us
Select Page
PSA: Bank Requests for Additional Trust Information

PSA: Bank Requests for Additional Trust Information

by kkpatton | Jan 11, 2023 | Estate Planning, Living Trust, Trust Administration, Trust Maintenance

Over the past several months, a number of our clients have received communications from their banks requesting additional information regarding their trusts.  Specifically, we know of both USAA and Chase sending notices to clients requesting “trust beneficiary...
Updated: Robinhood Now Allows Clients to Name a Beneficiary, But There’s Still Much to be Desired…

Updated: Robinhood Now Allows Clients to Name a Beneficiary, But There’s Still Much to be Desired…

by kkpatton | Dec 24, 2022 | Estate Planning, Living Trust, Probate, Trust Administration

Last year we wrote about the popular investing app, Robinhood, and I think they must have heard us loud and clear when we said that they need to get on the ball and allow clients to name beneficiaries. Okay, maybe we can’t take ALL the credit for this update, but the...
I’ve been Appointed as a Trustee: Now What?

I’ve been Appointed as a Trustee: Now What?

by kkpatton | Nov 23, 2022 | Estate Planning, Trust Administration

There’s a lot to process when a loved one dies. Of principal importance is your personal grief and it is crucial that you gift yourself the time to attend to this need. Give yourself a moment (or two or three) to absorb the initial impact of this tremendous blow. Yes,...
If You Think a Trust is Complicated, Wait Until You See What Happens When You Die with a DIY Will in Place…

If You Think a Trust is Complicated, Wait Until You See What Happens When You Die with a DIY Will in Place…

by kkpatton | Nov 7, 2022 | Case Study, Estate Planning, Trust Administration

As humans, we spend a lot of time simplifying our lives. We declutter our desks and decline invitations to social events we’re not interested in attending. We pay down debt and eat whole foods. “Keep it simple” has become a mantra, and yet—when it comes to estate...
Estate Planning: An Investment in Your Family’s Future

Estate Planning: An Investment in Your Family’s Future

by kkpatton | Oct 20, 2022 | Asset Protection, Estate Planning, Probate

77% of American adults recognize the importance of estate planning, and yet 67% of Americans don’t have a plan in place. The #1 reason why so many adults fail to get their affairs in order is simple: they just haven’t found the time to get around to it. However,...
« Older Entries
  • Facebook
  • Twitter
  • RSS