Lancaster Trust and Will Attorney
Looking for the Right Lancaster Trust and Will Lawyer to Help You Plan for The Future, Protect Your Legacy, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled, and Avoid Future Hassles for You and Your Loved Ones?
Our Elder Law Attorneys can help you create your Will or Trust to help protect your legacy and your wishes.
Why Choose Jarvis Law Office for your Trust or Will Creation and Other Elder Care Law Needs?
- Focused Legal Practice – Our firm has only concentrated on wills, estate planning, elder law, asset protection, long-term care plans, and closely related areas.
- Free Confidential Case Assessment – On your free, no-charge phone assessment, we will listen to you and help you determine your next steps.
- 100% Satisfaction Guarantee – We guarantee you’ll be happy with your experience with us.
- No Hidden Fees – Know the costs before starting (in most situations).
- Experienced – In our 18 years in business, we’ve helped hundreds of Lancaster families protect their legacy and plan for their future.
- Custom Plans and Solutions – You and your family are unique. That’s why we don’t use fill-in-the-blank form documents. Your plan is YOUR plan. Together, we create plans that best fulfill your dreams and goals.
- Highly Responsive – We strive for “high communications” returned client calls. No going dark or waiting days to hear back from us.
- Proactive Approach – We help clients prevent legal problems and mistakes before they happen.
- Client Education Focused – You’ll get a clear and concise understanding of each step in the process. We offer free monthly seminars to our local Lancaster community.
- Trusted – A+ BBB and BBB Accredited Business Member.
- We’re Here for You Afterwards – After creating your plan, we regularly check in with you to keep you informed and can meet to review changes in your assets, situation, or wishes.
- Highly Reviewed and Rated – Superb rating on respected legal website Avvo, highly rated on Google. See some of our client reviews below.
Our Elder Care Law Services
Our Ohio elder law attorneys can assist you with a range of needs. Our practice areas include:
- Medicaid planning
- Long-term care planning
- Memory care planning
- Advance directives
- Will and Trust planning
- Estate planning
- Avoiding probate
- Business succession planning
- Special Needs Planning
How Many of These Life Situations and Goals for a Trust Apply to You?
- I do not want the state to take my money when I die
- I have a blended family/2nd marriage
- Asset protection concerns
- I have real estate outside of Ohio
- High net worth/wealth preservation
- Children/beneficiaries need protection from themselves, e.g., frivolous spending, bad marriage/ex-spouse, creditors, litigation, etc.
- I want to transfer my business to the next generation
- I want to avoid probate court or minimize probate
- I do not want my son/daughter-in-law to get their hands on my child’s inheritance
- I moved to Ohio and want to update my trust to Ohio law
- Estate tax concerns
- I have a special needs child
- Provide for a pet
- I have charitable interests
There are many types of trusts to choose from in Ohio, including Living, Testamentary, Revocable, and Irrevocable. Contact us today to craft a document that works best for your situation.
Reasons to create or update a Last or Living Will:
- Do not have a last will or living will
- Have minor children
- Have a DIY/form-generated will and want to upgrade to a more robust document
- Moved to Ohio and want to update your will to comply with Ohio law
- You and/or your spouse are “getting up there in years”
- Have a blended family/2nd marriage
- Recent illness or adverse medical diagnosis
- Want to transfer your business to the next generation
- Going on vacation or an extended trip
- Having surgery
- Have a special needs child
- Pending divorce
- Want to leave an inheritance to a spouse, children, or loved ones
- Want to support charitable interests
If you wish to update your Will or Trust, you may create a codicil. This is an amendment to the original document that must be drafted, witnessed, and signed in the same manner as the original. You may also create a new Will or Trust that reflects your current needs.
It’s Always Best to be Proactive Rather Than Reactive
As we age, there are numerous things to consider, not only for ourselves but our families. By planning today, we can ensure things are easier for ourselves and our families in the future. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with one of our Ohio elder law lawyers and making the choices that protect your legacy.
What is the difference between a Will and a Trust?
The terms Will and Trust are sometimes used interchangeably. However, this is not correct. There are some differences between the two.
A Will is a legal document outlining an individual’s final wishes. This can include how they want their personal affairs to be handled, including burial arrangements, etc., along with how they want their property to be distributed.
A Trust, on the other hand, is a financial instrument that allows the trustor to transfer their assets under the management of a third party, also known as the trustee. Depending on the type of trust, it may offer significant protection from creditors and other suits against the estate.
Client Reviews – Jarvis Law Office
Actual Words Clients Have Used to Describe Us and Their Experience
“My parents were “Mom & Dad” to Attorney Jarvis and treated as such,” “my first call to his office, after hours and on the weekend was returned to me on a Sunday night at no charge,” “Attorney Jarvis worked our case as if it was his most important one even though our family dollar assets were relatively small,” “This firm is part of our family now,” “The entire staff at Jarvis Law are passionate and compassionate in assisting the elderly community,” “We feel blessed to have found them as our “guardian angels'” and relieving the stress during challenging times,” “I believe in what they offer and they are so easy to work with,” “The people at Jarvis are friendly, courteous, and patient,” “Working with Tim and staff made our experience very pleasant,” “All the staff at Jarvis Law firm are friendly, professional, caring, knowledgeable and informative,” “They make you feel important and take time to answer your questions without feeling rushed,” “Jarvis Law office listened to our needs and all of them were pleasant to work with.”
Attorney You Can Trust
We help Lancaster families locally or near the Lancaster area and outside of Ohio when they need to handle issues or an estate for a family member within the state of Ohio.
Clients come to us from Columbus, Lancaster, Pickerington, Logan, Athens, Circleville, Canal Winchester, Dublin, Plain City, Westerville, Worthington, Hilliard, St. Clairsville, Bellaire, Belmont, Cambridge, Wintersville, Marietta, Steubenville, and Woodsfield.
What To Do Now
We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with us and making the choices that best protect your legacy and wishes. Call us for one-on-one assistance at (740) 653-3450 with your questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within one business day and often within hours of the same day. All information is confidential. If you are not quite ready for a consultation, we invite you to attend one of our upcoming free webinars to learn more and get to know us.