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Estate Planning


        Barbara Lloyd Kessinger works together with clients of LLOYD LAW, PLLC in Prince William, Fairfax, Fauquier, Loudoun, and Culpeper Counties to establish estate plans that meet their unique needs.


        Estate planning typically involves the preparation of Wills and Powers of Attorney, both financial and medical. Circumstances also may warrant the additional drafting of one or more Trusts. In this case, the Will is drafted to pour over into the Trust(s) (hence the name ‘pourover will’). Depending on the needs of an individual, couple or family, Trusts may be inter vivos (living) or testamentary, revocable or irrevocable. Estate planning also includes the preparation of Advance Medical Directives and HIPAA Authorizations.


        The estate planning process usually involves two to three meetings. The initial consultation, when assets, income, debts, and other concerns are analyzed and addressed, lasts from one to two hours. Then documents are drafted. A follow-up appointment, in person or by telephone, takes place a couple of weeks later. Documents are revised and finalized. The last meeting, when all of the legal papers are signed, includes a notary and two witnesses. The estate planning process may involve several telephone conversations, as needed.


        When estate planning involves the creation of one or more Trusts, subsequent action items for the individual, couple, or other family members, as applicable, will be discussed. Trust funding is essential to help avoid the need for probate later. Instructions will be provided so that assets can be re-titled and beneficiary designations can be changed.


        Ms. Kessinger’s well-drafted estate plans integrate multiple documents, are comprehensive, and reflect the personal desires expressed by clients.


Visit the Estate Administration/Probate section of this website for more information.