A comprehensive estate plan does three things: it identifies who will act on your behalf if you become incapacitated, records who inherits what, and helps your family avoid the Vermont probate court. Every engagement is confirmed in writing before any work begins, with clear explanations of each provision so you understand precisely what has been drafted on your behalf.
A modern plan is more than a will. It's a coordinated set of documents that work together so your family isn't left guessing.
The core document naming who inherits, who administers your estate, and who cares for minor children.
Bypasses probate, keeps your affairs private, and gives you control while you're alive and clear direction when you're gone.
Names a trusted person to handle finances if you can't. Effective immediately or triggered by incapacity — your call.
Vermont's medical decision document. Names your health care agent and records your wishes for end-of-life care.
Lets your loved ones talk to your doctors and get medical records when they need to.
For trust-based plans, we help retitle real property and coordinate with your bank and financial advisor so the trust actually works.
Every adult in Vermont benefits from a basic plan. Some situations especially call for one.
Naming guardians for minor children is the number-one reason young parents build a plan. We make it straightforward.
If you own real estate in Vermont, a plan that avoids probate is usually the smarter move. We help you decide.
Your business is often your largest asset. We coordinate estate planning with your operating agreement so nothing falls between the cracks.
Second marriages, stepchildren, and children from prior relationships all need careful thought. We've done this work.
We help structure plans that protect eligibility for public benefits while providing for a loved one long-term.
A plan you have is worth infinitely more than the perfect plan you don't. We make starting easy.
After the consultation, we recommend the plan that fits your family, your assets, and your objectives, and confirm the entire engagement in writing before any drafting begins. Both paths include unlimited revisions prior to signing, supervised execution, and clear explanations of every document you sign.
Last Will and Testament, Durable Financial Power of Attorney, Advance Directive for Health Care, and HIPAA authorization. Appropriate for many Vermonters whose estate does not require probate avoidance or advanced distribution planning.
Revocable Living Trust, Pour-Over Will, Durable Financial Power of Attorney, Advance Directive, HIPAA authorization, funding guidance, and one real-property transfer deed. Preferred for Vermonters who wish to avoid probate, keep the administration of their estate private, and give their family a smoother transition.
A 30-minute conversation about your family, your assets, and what you want your plan to do. You leave knowing what a plan for you would look like and cost.
We review a written plan tailored to your goals. You ask every question you have. Nothing gets drafted until you sign off.
We prepare your documents with clarity and precision, walk you through every provision, and revise them as needed until they reflect your wishes exactly.
We supervise the signing so everything is executed correctly, then guide the funding steps for trust-based plans.
Representation for Vermonters injured through another's negligence. You pay nothing up front, and no attorney's fee unless we recover for you.
Compassionate counsel for executors, trustees, and beneficiaries through the administration of Vermont estates and revocable trusts.
Formation and foundational counsel for Vermont entrepreneurs, founders, and closely-held businesses ready to build the right way.
Schedule a paid 30-minute consultation, or contact the office directly. Consultations are available by video, telephone, or in person at our South Burlington office.
The information on this page is for general informational purposes only. Every legal matter is unique and depends on facts and circumstances specific to the situation. Nothing on this page creates an attorney-client relationship with Basha Law, PLLC. For advice about your specific situation, schedule a consultation. Attorney Advertising.
