401-307-5556
Have a question about estate planning, but don’t know where to start?
CALL JILL M. SANTIAGO
Have a question about estate planning, but don’t know where to start?
CALL JILL M. SANTIAGO
401-307-5556
Advising You Step By Step
Advising You Step By Step
What Is Estate Planning?
Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there. Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.
Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.
What Documents Can We Prepare?
Foundational Documents
A Will
Financial Power Of Attorney
Medical Power Of Attorney
A Living Will (also called an Advanced Directive)
Living Trusts
Irrevocable Trusts and Revocable Trusts
Asset Protection Trusts
Real Estate Trusts
Special Needs Trusts
Educational Trusts or Student Fund Trusts
Pet & Gun (NFA) Trusts
Life Estate Deeds
A life estate deed is a powerful estate planning tool. It transfers title to real property directly to the named beneficiary (or “remainderman”) while reserving the right to live at the property for the duration of the grantor’s (now the “life tenant”) life. This transfer supersedes any different provisions in the life tenant’s will.
Jill M. Santiago
Estate Planning Attorney
Advising You Step By Step!
I’m Attorney Jill Santiago. I’ve lived in the greater Providence Metro area for 25 years and have 25+ years experience as an attorney.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.
Jill M. Santiago
Estate Planning Attorney
Advising You Step By Step!
I’m Attorney Jill Santiago. I’ve lived in the greater Providence Metro area for 25 years and have 25+ years experience as an attorney.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.
Would you rather talk with an attorney before scheduling?
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What Clients Are Saying…
⭐⭐⭐⭐🌟
We searched for a long time trying to find an attorney that could develop an estate plan. Jill is very professional, an excellent listener, has quick turn around, excellent follow-up, is kind and thoughtful and gives clear explanations.
– Kathleen Y.
Jill was really, really good. Worked to answer all questions about stressful legal arrangements. I think that Jill has an excellent balance of a caring attitude and knowledge of the law/regulations. I would strongly recommend Jill.
– Dan C.
Questions Your Attorney Will Ask You…
List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
A recent bank statement
List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
A copy of the deed to any real estate you own – if you can find it
Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
Book Now
In-Person Or Video Conference
Would you rather talk with an attorney before scheduling?
Meet in-person at our headquarter offices
📍 873 Warwick Ave. Suite 2B, Warwick , RI 02888
Satellite Offices
Wakefield Professional Building
238 Robinson St, Wakefield, RI 02879
We Service the entire Providence Metro Area:
- East Providence, Rhode Island
- Providence, Rhode Island
- Pawtucket, Rhode Island
- Fall River, Massachusetts
- New Bedford, Massachusetts
- Warwick, Rhode Island
- Cranston, Rhode Island
- Attleboro, Massachusetts