What should you expect when you meet with Lorri E. K . Otis?
Estate Planning
If you are meeting with Ms. Otis to prepare an estate plan, she will begin with an interview session intended to gather information about your family, beneficiaries, and assets. This will be followed with a discussion of your broad estate planning goals, and various ways in which your goals may be accomplished.
Ms. Otis will work with you to design a plan, including discussion of various options. Ms. Otis will prepare the appropriate documents, and you may review them on your own or with Ms. Otis.
When your estate plan is complete, Ms. Otis will meet with you to execute the documents.
Estate and Trust Administration
If you are meeting with Ms. Otis for assistance with the administration of an estate or trust, she will begin with an interview session intended to gather information about your loved one’s assets and final wishes (as stated in estate planning documents).
Depending on the arrangements set forth in the estate plan, Ms. Otis will discuss the most expedient and inexpensive manner in which to proceed, and will keep you up to date on the entire process.
Often, heirs are called upon to administer the estate of a loved one, and it is a very difficult time to be dealing with these issues. Ms. Otis understands that, and strives to alleviate the burdens placed on them.
Contact Info:
Otis Law Offices
53 W. Jackson Boulevard, Suite 1203
Chicago, IL 60604
312-427-0076
otislawoffices@gmail.com
Estate Planning
If you are meeting with Ms. Otis to prepare an estate plan, she will begin with an interview session intended to gather information about your family, beneficiaries, and assets. This will be followed with a discussion of your broad estate planning goals, and various ways in which your goals may be accomplished.
Ms. Otis will work with you to design a plan, including discussion of various options. Ms. Otis will prepare the appropriate documents, and you may review them on your own or with Ms. Otis.
When your estate plan is complete, Ms. Otis will meet with you to execute the documents.
Estate and Trust Administration
If you are meeting with Ms. Otis for assistance with the administration of an estate or trust, she will begin with an interview session intended to gather information about your loved one’s assets and final wishes (as stated in estate planning documents).
Depending on the arrangements set forth in the estate plan, Ms. Otis will discuss the most expedient and inexpensive manner in which to proceed, and will keep you up to date on the entire process.
Often, heirs are called upon to administer the estate of a loved one, and it is a very difficult time to be dealing with these issues. Ms. Otis understands that, and strives to alleviate the burdens placed on them.
Contact Info:
Otis Law Offices
53 W. Jackson Boulevard, Suite 1203
Chicago, IL 60604
312-427-0076
otislawoffices@gmail.com