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Satsuma, AL Wills And Trusts Lawyers

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If you’ve been putting off estate planning, now is the time to take action and protect not only your future, but the future of your loved ones. Procrastination can leave you vulnerable to unexpected events and complications in the face of a tragedy. By creating an estate plan that includes a will and trust, you can ensure that your wishes are documented and your assets are distributed according to your desires. Our experienced Satsuma wills and trusts lawyers are here to guide you through the process in the most straightforward and stress-free way possible. 

Don’t delay – take the first step toward securing your legacy and having peace of mind that no matter what tomorrow may bring, you are covered! When you sign up and take part in our estate planning webinar, which is available both live and on-demand, you will be entitled to a free phone consultation with one of our knowledgeable attorneys. Call today to get started!

Satsuma Wills And Trusts Lawyers

Why Do I Need A Will?

You are likely already aware of the purpose of a will, either from your own experience with a loved one or from movies or television. It is a document where you list everything you own, such as your money, property, and possessions, as well as how you would like them distributed. Wills are integral to the estate planning process because it gives your family a roadmap to follow as they carry out your wishes. Not only will working with our skilled Satsuma wills and trusts lawyers to draft a will save your loved ones from an immense amount of guesswork and potential conflict, but it ensures that you remain in control of the wealth you worked hard to build during your life. Additionally, you can designate the trusted individual you want to serve as your executor and oversee the distribution of your assets. 

Why Do I Need A Trust?

While having a will is still important, it won’t prevent your estate from having to go through probate. Trust us when we say that probate is something to be avoided, if possible! It’s long (approximately 9-12 months from start to finish), expensive (can cost your estate thousands of dollars), public (as it is supervised by the court) and complicated. Moreover, your loved ones will not be able to access their inheritances until probate is completely resolved.

The only way to keep your assets out of probate is to secure them in a trust. Trusts are financial entities to which you transfer your assets to be managed for the benefit of your heirs. There are many different types of trusts that serve various purposes, but you can rely on our Satsuma wills and trusts lawyers to help you choose the one that most closely aligns with your unique goals! Some possibilities include:

  • Revocable living trust
  • Irrevocable trust
  • Testamentary trust
  • Special needs trust
  • Charitable trust
  • Asset protection trust
  • Life insurance trust
  • Grantor retained annuity trust 
  • And more!

How Do My Will And Trust Work Together To Benefit My Family?

When paired together, a will and trust offer several advantages, including greater control, privacy, and efficiency in transferring your wealth to future generations, while providing protection and stability for your loved ones. Whereas your will serves as a foundational document that outlines your wishes for assets distribution and the appointment of an executor, your trust compliments it by keeping your assets out of probate, meaning delays and additional expenses can be avoided and your financial records remain private. Our dedicated Satsuma wills and trusts lawyers will take the time to get to know you, your family, and your goals, so that we can help tailor a strategy that integrates these tools to effectively accomplish those objectives. 

Why Choose Satsuma Wills And Trusts Lawyers?

For 30 years, our firm’s priority has been helping Alabamians understand their options when it comes to estate planning, move comfortably through each step of the process, and make decisions based on what’s best for them and their families. Our team of attorneys have a collective 50+ years of legal experience and are passionate about meeting your needs! Call today to schedule your free phone consultation and learn more about how we can serve you.

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Satsuma, AL Practice Areas

The Ladd Firm is an asset for individuals who need assistance with estate planning. They are truly concerned with what is best for their clients and take the time to understand the situation and tailor the options for the best outcome.

David J.

The Ladd legal firm is a very personal and professional legal firm. The service we received was complete and their patience with explaining the process of establishing a family trust made us completely comfortable. We are amazingly comfortable recommending them to anyone wishing to set-up a family trust.

Dan K.

The LADD Firm

Why Choose Us?

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50+ Years Of Combined Experience

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(251) 431-6014