The Law Firm of Susan P. Greeson, P.L.L.C. is a small law office located in Northwest Guilford County. Susan’s law practice is limited to estate planning, estate settlement, trust beneficiary representation and trust administration.
Do you have an existing will? Has it been in your safe deposit box for 10 years and never been read? Susan can review your existing documents, if you have them, and make recommendations based upon your current circumstances. Susan can also draft new wills, trusts, powers of attorney, health care powers of attorney, and living wills, among other documents, as needed. Susan will review your whole personal and financial situation to put a plan in place that looks after your family should you die or become incapacitated.
Have you been named executor or administrator of an estate? Are you overwhelmed with the amount of work involved? Let Susan help you with the paperwork, pay the debts and distribute the assets to the beneficiaries, so you can get on with your life.
Trust Beneficiary Representation and Trust Administration
Are you unhappy with your current trustee? Do you feel like your trustee is not responsive to your issues? Do you feel trapped with your existing trustee? Susan has 15 years of experience working with corporate trustees of all sizes and administering accounts. Let her help you work with your existing trustee to find a solution or even change your trustee, if necessary. Susan can also help existing trustees administer trusts in a professional manner, to the benefit of both the trustee and the beneficiaries.
As my web designer was helping me design my website, one of the first questions she asked was what was my target audience. This may sound a little crazy, but my target audience is really everyone 18 years old and older. Everyone needs some form of estate planning. You can be a young couple just starting out with young kids. You can be a blended family working on your third spouse with as many stepchildren. You can be a retiree. You can be a single mom or dad. You can be a business owner. You can be an individual caring for aging parents. You can be the aging parents. You can even be a dog owner who wants to make sure someone looks after your best friend. I have 15 years of experience working with banks of all sizes in trust and estate administration, as well as investment management. I decided to open my own practice, and here I am.
My son asked me when he was about four years old why I went to work every day and left him. Not to bore a young child with the financials, I just said I went to work every day to help people. Surprisingly, the next week he came home with a sheet from preschool that he had been asked to fill out. It was simple stuff, like your name, address, etc., but one of the questions was, “What is your Mommy’s job?” His answer, “She helps people.” Every situation is different. Your situation could be as simple as making sure your 18-year old has a power of attorney and other documents signed and executed before she goes to college. Your situation could also be extremely complex and require various types of trusts. I am here to help you with your particular situation. Welcome to The Law Office of Susan P. Greeson, P.L.L.C. I am glad you are here.