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Paralegal Services (Wills & Trusts)
Document preparation for wills, trusts, and POAs.
S&J Tax and Financial Services is not a law firm and does not provide legal advice. Consult an attorney for legal advice.
Who it's for
Individuals who need help preparing estate documents like wills, trusts, and powers of attorney.
What's included
- Will document preparation
- Trust document preparation
- Power of attorney drafting
- Document review & formatting
- Notarization coordination
What to prepare
- Government-issued photo ID
- List of assets & beneficiaries
- Executor / trustee information
- Any existing estate documents
How the process works
- 1Complete the Paralegal intake
- 2Share your asset & beneficiary details
- 3We prepare your documents
- 4Review with an attorney, then sign
Frequently asked questions
Ready for Paralegal Services (Wills & Trusts)?
Start your intake now or book a time that works for you.