Appointments Available: Monday-Friday 8:00am-5:00pm, Saturday By Appointment Only
Appointments Available: Monday-Friday 8:00am-5:00pm, Saturday By Appointment Only
816-640-8635   |  913-215-9811

Estate Planning

The customized plan you need — the lawyers you trust.

Kathleen E. Overton and the staff at Paths Law Firm serving Kansas City are the most compassionate, attentive, and experienced estate and business planners in the KC metro area.

We offer multiple office locations for your convenience. We can also meet at your home, the hospital, or a nursing home for those less able to visit our office. Meeting with clients on Saturdays to accommodate their schedule is just one of the perks of working with us.

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types of Estate Planning

retirement planning

Business Planning

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Special Needs Trust

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High Net Worth

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Farmers

How It Works

1

CONSULTATION

At the first appointment, you will talk with an attorney who will collect information, discuss your goals, and give you options for your particular case.

2

DOCUMENTS REVIEW
After 2 to 3 weeks, you will again meet with the attorney to review and likely sign your estate planning and business related documents.

3

RETITLING
In 2 to 3 weeks, you’ll have what is likely your last face-to-face appointment to receive the original and copies of your documents and begin retitling your possessions and beneficiaries, depending on whether you opted for a Will or a Trust.

4

REVIEW

Upon a major event or for annual business planning, it’s recommended to contact the attorney for a brief review to ensure your current estate plan and business goals remain relevant to any changes that may have occurred and all legal requirements are being met.

Frequently Asked Questions

Neither a Will or a Trust can be completed until the client answers two questions: 1) Who will be in charge; and, 2) Who gets what? This is who should be listed as the executor of the Will and/or the successor Trustee of the trust. An idea of who are to be the successors to the initial appointees are also important. This is especially true if a spouse will be listed as the first person who is in charge after the other spouse becomes incapacitated or dies.

It is usually helpful if the client brings any previous Wills, Trusts, durable powers of attorney, etc. done in relation to their estate planning. Also, if a client brings asset information, such as statements, it can be helpful. Typically, the balances are not as important as the titles and the beneficiary designations for the possessions.

The trust discussed in this section is commonly referred to as a Living Trust and it does not offer such protection. The Living Trust is used primarily to make it easier to manage a person’s possessions in case of incapacity and also to make it easier to wind-up the distribution and related matters after a person passes away. There are other types of trusts available that do Protect Possessions.

What happy people say

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