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Estate Planning

Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored.
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Our Philosophy

Providing You with Peace of Mind
At Aprille Barker Freelance Paralegal, our estate planning services are designed to provide you with peace of mind, knowing that your assets and legacy are in order. Whether you need to create a will, establish a trust, or set up powers of attorney, we offer compassionate and knowledgeable support to guide you through each step of the process. Let us help you make informed decisions that will secure your future and provide clarity for those you care about most.
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Aprille Barker

Our Estate Planning Services


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Trusts

Establish, amend, or revoke various types of trusts to ensure your assets are managed according to your wishes, providing protection for your loved ones.
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Wills

Create and update wills to clearly outline how your estate will be distributed, ensuring your wishes are legally documented and upheld.
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Deeds

Rewrite deeds to assign assets to your trust rather than to an individual, aligning your property with your estate planning goals.
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Power of Attorney

Draft power of attorney documents to designate a trusted individual to make important financial or healthcare decisions on your behalf.
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Living Wills and Advance Directives

Prepare living wills and healthcare directives to ensure your medical preferences are honored and that your loved ones understand your wishes in critical situations.
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Estate Administration

Assist in managing and distributing assets after a loved one passes away. Aprille will help prepare the trust and guide the executor through the process with knowledge and care.

Benefits of Estate Planning

Why Estate Planning Matters

Estate planning is more than just preparing for the future—it's about taking control of your legacy and ensuring that your loved ones are cared for according to your wishes. By taking the time to plan, you can protect your assets, reduce potential conflicts, and provide clarity and peace of mind for everyone involved.

Protection of Assets

Safeguard your wealth and property, ensuring they are passed on according to your intentions.

Ensuring Wishes Are Honored

Clearly outline your desires so that your estate is handled exactly as you wish, leaving no room for uncertainty.

Reducing Family Disputes

Minimize potential conflicts among family members by making your decisions clear and legally binding.

Minimizing Taxes and Legal Fees

Proper planning can help reduce the tax burden on your estate and avoid costly legal fees, preserving more of your assets for your beneficiaries.

Providing Peace of Mind

Knowing that your affairs are in order offers you and your loved ones peace of mind, removing the stress and uncertainty of unplanned situations.

Professional Preparation

Working with a professional ensures that your documents are prepared and executed correctly, providing a level of security and accuracy that online services like LegalZoom cannot match.

Our Process

Creating a comprehensive estate plan with Aprille Barker is a thorough and personalized experience, designed to ensure that every detail aligns with your wishes. Here's how the process works:
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1. Initial Questionnaire

Before your consultation, you'll be asked to fill out a questionnaire that gathers essential information about your assets, family, and goals. This can also be addressed in person during the meeting if you prefer.
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2. Consultation Meeting

During the consultation, Aprille will answer all your questions, discuss your specific needs, and help identify your wishes. This is the foundation for creating a plan that reflects your unique situation.
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3. Drafting Documents

After the consultation, Aprille will draft the necessary legal documents, including wills, trusts, powers of attorney, and any other relevant paperwork.
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4. Review and Finalization

You’ll have the opportunity to review the drafted documents either electronically or in person. Aprille will explain everything in detail, ensuring you understand what has been prepared. Together, you’ll make any needed revisions, finalize the documents, and schedule a signing. Deeds undergo 3rd-party professional proofreading to ensure absolute accuracy.
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5. Third-Party Review Option

If desired, you're welcome to have the documents reviewed by an attorney of your choice for additional peace of mind.
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6. Document Delivery

Once finalized, the original documents will be delivered to you via priority mail with tracking. Aprille can also retain a copy for safekeeping if you choose.
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7. Deed Recording

If your estate plan includes a deed, Aprille can handle the recording process for you. The executed and recorded deed will be emailed directly to you, ensuring that everything is properly completed.
    By guiding you through each step with care and attention, Aprille ensures that your estate plan is not only comprehensive but also truly reflects your values and wishes. From the initial consultation to the final delivery of your documents, you can trust that every detail will be handled with professionalism and compassion. Whether you're planning for the future or securing your legacy, Aprille is here to make the process smooth, understandable, and personalized just for you.