ESTATE PLANNING
EXPLANATION OF TERMS

COMPARISON OF OPTIONS

GAP ANALYSIS

DRAFTING
- Wills & Codicils
- Trusts
- Power of Attorney for Finances
- Power of Attorney for Healthcare
- Living Will
- Final Arrangements
- Info. for Caregivers & Survivors

EXECUTION
- Notary Services
- Witness

ADMINISTRATION
- Explanation of Process
- Drafting & Filing with Courts
- Tax Filings

REAL ESTATE
- Broker Agreements
- Real Estate Contracts
- Quitclaim Deeds
SMALL BUSINESS ADVICE
COMPARISON OF ENTITY OPTIONS

ENTITY SET UP
- Partnership Agreements
- Articles of Organization
- Articles of Incorporation
- Bylaws
- Buy-Sell Agreements

CONTRACTS
- Drafting
- Review
- Negotiations

BASIC INTELLECTUAL PROPERTY
- Trademarks
- Copyrights

BUSINESS PLANNING
- Long-term Strategy
- Finding Funding
- Succession Planning

REFERENCES AND RESOURCES
BOOKS TO BORROW
HELPFUL WEBSITES
REFERRALS
Estate Planning, Administration & Small Business Advice

5427 Julian Avenue
Indianapolis, IN 46219
(317) 332-3757
FAX (317) 354-1493
info@ruby-law.com

Office Hours By Appointment
Monday through Friday
7:00 am to 6:00 pm