Estate Planning

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Star Rating

Estate Planning Client

Designation : Estate Planning
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"I enjoyed working with Wes, he is very courteous and knowledgeable, and would see him again if I have a need for such service thank you"
Star Rating

Estate Planning Client

Designation : Estate Planning
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"Enjoyed working out our estate planning with Wes Winsor. He is knowledgable and proffessional. Highly recommend his services."
Star Rating

Estate Planning Client

Designation : Estate Planning
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"excellent"
Star Rating

Estate Planning Client

Designation : Estate Planning
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"It was great. We were able to resolve some issues and get everything settled."
Star Rating

Estate Planning Client

Designation : Estate Planning
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Star Rating

Lora Lee Porter

Designation : Estate Planning
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"excellent"
Star Rating

Jose Reyes

Designation : Estate Planning
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"great service"
Star Rating

Carol Wilson

Designation : Estate Planning
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"Between very good and great. No Hassle and everythign went smooth."
4-stars

Larry Higley

Designation : Estate Planning Client
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"Very simple and quick."Star Rating

Estate Planning Client

Designation : Estate Planning Client
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"great"
Star Rating

Barbara Abbott

Designation : Estate Planning Client
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"excellent"
Star Rating

Estate Planning Client

Designation : Estate Planning Client
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"very good. Wes was great."
Star Rating

Estate Planning Client

Designation : Estate Planning Client
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"Wes is very knowledgeable and easy to work with. It was a pleasure dealing with him throughout this process"
Star Rating

Estate Planning Client

Designation : Estate Planning Client
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Wes and his staff did a extremely professional job in assisting my wife and I to prepare our will and other estate documents. I was very grateful for his coutesy and consideration in these matters. Star Rating

Carlos Aponte

Designation : Estate Planning Client
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excellent Star Rating

Marc Emley

Designation : Estate Planning Client

"The experience we had with Wes was great! He paid extra special attention to detail, and made sure we were getting exactly what we were looking for. He had us taken care of extremely fast which was really nice! We will definitely be coming back in the near future!" Star Rating

Lauren and Sal Vaca

Designation : Estate Planning Client
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great! Mr. Winsor answerd all our question and very happy with the results. We would recommed to our family and friends. Star Rating

Richard and Ruth Syddall

Designation : Estate Planning Client

Pleasant. Star Rating

Raymond Jacubczak

Designation : Estate Planning Client
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My experience with Wes has always been a positive experience. He is polite, kind, responsible, and always friendly towards others. In terms of business, he is reliable and was fast in obtaining the documents we needed in a short period of time. His prices are also fair. I would recommend Wes to anyone and will be doing business again at a later date. Star Rating

Preston and Ciara Mitchell

Designation : Estate Planning Client
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He's very patient. Star Rating

Joanne Michaels

Designation : Estate Planning Client
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Excellent! Highly recommend. Star Rating

Mary Jones

Designation : Estate Planning Client

Timely, professional service. Star Rating

Georgia Bramble

Designation : Estate Planning Client
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informative, very friendly, we felt very at ease Star Rating

Ron and Susan Zulich

Designation : Estate Planning Client

I felt Mr. Winsor was knowledgeable and helpful. I would recommend him. 4-stars

Burt and Peggy Oliphant

Designation : Estate Planning Client
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Very good, helpful and willing to take time to explain. Star Rating

Belle Weight

Designation : Estate Planning Client
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"very good"Star Rating

Jeff and Laurie Lundin

Designation : Estate Planning Client
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"We were extremely satisfied with our experience. Everything was explained to us clearly and our questions were answered. Wes took time with us and never rushed us with our many questions. He was friendly and polite and easy to work with. It was a pleasure working with him."Star Rating

Jan and Randy Banales

Designation : Estate Planning Client
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"so pleased with wes's kind manner, efficiency, and knowledge. he handled everything in a timely manner and was professinal in every way."Star Rating

Cheryl Pettit Apgar Terry

Designation : Estate Planning Client

"very informative and superior service. Wes is a very nice man."Star Rating

Danny and Vivian Martin

Designation : Estate Planning Client

"a pleasant exprience. wes is friendly, very helpful, and a pleasure to work with."Star Rating

Larry and Karen Moore

Designation : Estate Planning Client
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"easy to discuss matters with wesley."4-stars

Wanda Caldwell

Designation : Estate Planning Client

"It was enlightening. Very satisfied."Star Rating

Janice Miller

Designation : Estate Planning Client

"Very knowledgeable, patient with questions"Star Rating

Steve and Barb Terry

Designation : Estate Planning Client
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4-stars

Mary Farlow

Designation : Estate Planning Client
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"It's what i expected great"Star Rating

Michael Riggio

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"easy, smooth, professional and friendly,...all questions answered in understandable language"
4-stars

Beverly J. Fredrickson

Designation : Estate Planning Client
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"He was helpful and courteous."
Star Rating

Bonnie Lofthouse

Designation : Estate Planning Client
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"We were extremely satisfied with our experience. Everything was explained to us clearly and our questions were answered. Wes took time with us and never rushed us with our many questions. He was friendly and polite and easy to work with. It was a pleasure working with him. "
Star Rating

Banales Family

Designation : Estate Planning Client
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"Great. Very likable."
Star Rating

Sara Ornstead

Designation : Estate Planning and Probate Client.

Three Necessary Estate Plan Features

  1. A plan for your affairs and life in case of a medical emergency.
  2. A plan that is easy to follow to distribute your assets at your death.
  3. Giving substance(funding) making sure the assets are correctly titled in order to be distributed.

Common Elements in an Estate Plan.

Will A will is necessary to make sure all of the property that has not been assigned or deeded to the trust gets placed in the trust at the time of passing. The Will will not have to go through probate and will take immediate effect upon the passing of the testator.

Revocable Living Trust-The revocable living trust allows the grantor to maintain control and use of the grantor’s assets and property but removes the property and assets from the personal estate of the grantor. This allows the grantor the same use control as full ownership, but will effectively exclude the estate from passing to go through probate.

Certificate of Trust– A certificate of trust will allow the trustee whether it be the grantor or the successor trustee after the grantor dies, to prove to third parties including but not limited to banks, insurance companies, or other financial institutions that the trustee has the authority to make decisions regarding those accounts.

Advanced Health Care Directive– The advanced health care directive is a legal document wherein a person can make known their wishes regarding end-of-life decisions and give authority to others to make those decisions in case of the person’s incapacity. These decisions include, but are not limited to, organ and tissue donation, life support, interveneous hydration and alimentation, and decisions regarding medical procedures or operations.

General Durable Power of Attorney– A general durable power of attorney allows an individual to specify a proxy to manage their personal and financial affairs with third parties. With a general durable power of attorney and incapacitated person will be able to have their bills paid, business activities uninterrupted, and procure necessary medical equipment were items for their comfort or well-being. The general durable power of attorney generally will lie dormant until activated by the principles incapacity.

Warranty Deeds and Assignments– Warranty deeds and assignments are legal documents used to transfer ownership of real and personal property to the trust. Assignments and quit claim deeds need to be executed for all property not yet titled or acquired in the name of the trust. Without the placement of assets in the trust the trust will remain unfunded and be of no use.  The estate plan package also includes the recording of said assignments and quit claim deeds.

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