Katy A. L. McGirr

estate planning

Let my experience work for you. I can assist you in your estate planning matters from start to finish, providing drafting services or acting as a second set of eyes to review draft documentation you have prepared.   

• Review of Client Data
• Preparation of draft Wills and Powers of Attorney
• Preparation of ancillary testamentary documents, including Declarations, Trusts, Acknowledgements, and Memoranda
• Review of draft documents
• Correspondence and reports

estate administration

Estate Administration can be straightforward or exceptionally complex. Whether you are simply assisting your client in obtaining a Certificate of Appointment or providing full administration support to your client, I can help.

• Applications for Certificates of Appointment with and without a Will
• Motion Materials, Applications, and Orders for complex estates and unique situations
• Estate Information Returns
• Notices to Creditors & Will Search Notices
• Beneficiary & Creditor Correspondence
• Releases, Receipts, and Acknowledgements
• Ongoing Estate Account Recordkeeping
  
• Informal estate accounts

Estate Accounting

When an Estate Trustee is required to prepare an estate accounting for review by the beneficiaries, the Office of the Children’s Lawyer, or the Public Guardian and Trustee, I can help you transition your client’s data into a clear, precise format. 

• Informal Accounting
• Court Format Accounting
• Notices of Application to Pass Accounts (Initial and Subsequent)
• Correspondence and Affidavits
• Confirmations
• Judgments

Maybe you need to update your precedent documents, fix broken templates, or your current processes just aren’t working as well as you know they should. I can review your precedents and procedures and work with you to streamline the client experience that you offer.

Practice support

Have you just opened your own office or changed your practice specialty? Are you working without a clerk, or do you have staff new to Estates? I provide training and mentoring services to help you and your staff navigate the life cycle of your files, and familiarize you with the documents, procedures, and unique administration quirks and nuances that will help you to serve your clients seamlessly. 
    

training & mentoring