JD LEGAL PLANNING PLLC

PLANNING IS POWER®

At JD Legal Planning PLLC, we simplify the process of legal planning.  Costs are clearly identified up front, so there are no surprises.

902 28th Street South, Suite 2
Fargo, North Dakota 58103

Phone:  701.364.9595
Toll Free:  855.299.9595
Fax:  701.364.9596
agustafson@jdlegalplanning.com

Please print out and fill in the following intake forms prior to your appointment:

Client Intake Form
Financial Statement Form

 

Revocable Living Trust

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At JD Legal Planning PLLC, we will prepare your Revocable Living Trust to honor your wishes for the disposition of your estate, and we also assist and advise you to utilize your Revocable Living Trust so that your family will avoid the Court probate process upon your death.

When your assets (real estate and accounts) are transferred to your Revocable Living Trust, your successor trustee will have full authority to manage or distribute the assets upon your death, without the need for probate.

A Revocable Living Trust may be especially important for those with estates exceeding $1,000,000, and for those with real estate or mineral interests in more than one state.

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