Client Success Story: A Way Forward

Sarah’s (name changed to preserve confidentiality) mother passed away leaving her and her nieces and nephews (children of Sarah’s deceased sibling) the generous gift of a home.  Thankfully, Sarah’s mother created a trust naming Sarah as the Successor Trustee, so there was no need for probate. Unfortunately, the home had a reverse mortgage with a […]

Client Success Story: A Win in Wine Country

SuccessionLegal® is frequently contacted in emergency situations by clients in difficult positions. Many clients don’t know where to start, are afraid of the health complications they are facing, and need immediate guidance. This summer, an elderly woman contacted SLG in that exact situation. She was scheduled to have a serious surgery in a few days, […]