Process

Meet Attorney Kellean Kai Truesdell, J.D., LL.M. Video and Office Tour - Click Here

Estate Planning Documents

Attorney Truesdell has prepared several hundred thousand documents for thousands of clients over the years. These documents include, but are not limited to: 

  • Simple Wills
  • Complex Wills
  • Pour-Over Wills
  • Amendments to Wills
  • Living Wills
  • Revocable Trusts
  • Amendments to Trusts
  • Health Care Advance Directives
  • Durable Financial Powers of Attorney
  • Pre-Need Guardian Affidavits
  • Irrevocable Trusts
  • Medicaid Income Trusts
  • Special Needs Trusts
  • Generation-Skipping Dynasty Trusts
  • Life Insurance Trusts
  • Credit Shelter Trusts
  • Grantor Retained Annuity Trusts 
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Qualified Personal Residence Trusts
  • Private Foundations
  • Qualified Domestic Trusts
  • Family Limited Partnerships

Administration: Probate, Trust, Life Care

Attorney Truesdell is available to personally serve her clients as the primary of contingent (Agent, Representative, and/or Trustee) in the following capacities:

  • Trust Administration
    • Successor Trustee
    • Co-Trustee
    • Supervisory Trustee
    • Delegated Duty Trustee
    • Special Needs Trustee
    • Counsel to Trustee
    • Pet Trustee
  • Probate Administration
    • Disposition Without Administration
    • Summary Administration
    • Full Administration 
    • Personal Representative
    • Counsel to Representative
  • Life Care Administration
    • Durable Power Agent
    • Health Care Agent
    • Living Will Agent
    • Personal Care Supervision & Oversight
    • Comprehensive Life Care

Additional: Planning, Counseling, Management

Attorney Truesdell is available to assist with the following:

  • Comprehensive Estate Management
  • Real Estate Management
  • Personal Property Sale, Transfer, and Disposal
  • Residential Restoration Oversight 
  • Elder Law & Litigation Oversight
  • Confidential Trustee Services
  • Asset Protection
  • Asset Preservation
  • Wealth Transfer
  • Federal Transfer Tax
  • Long-Term Care 
  • Medicaid 
  • Insurance
    • Policy Analysis
    • Litigation Support
  • Securities
    • Analysis & Litigation Support
    • Suitability & Churning