CARDINAL
ESTATE
PLANNING
Protecting What Matters Most -
Your Family
PRACTICE
AREAS
Trusts
A trust is a powerful estate planning tool that allows you to manage and protect your assets both during your lifetime and after your passing. By placing your assets in a trust, you can help ensure that they are distributed according to your wishes, often without the delays and expenses of probate.
Estate Administration (Probate)
Estate administration and probate are processes of settling a person's affairs after they pass away. This includes gathering assets, paying debts, and distributing what's left to the rightful heirs and beneficiaries. Probate is the court-supervised part of this process, which ensures everything is handled according to the law.
OUR VISION
At Cardinal Estate Planning, we seek to guide individuals and familes through life's most important transitions with clarity, confidence, and care. Just as the cardinal points of a compass offer steadfast direction, we provide principaled estate planning rooted in integrity, precision, and purpose - ensuring our clients' legacies are protected and their loved ones are secure.
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We believe exceptional service should fit your life, not the other way around. That's why we move beyond the traditional 9-5, in-office model, offering virtual consultations for your convenience and flexible signing options - whether in our office or in the comfort of your own home - making the process as simple, comfortable, and stress-free as possible.
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About
My name is Deb Shartle
I am passionate about helping individuals and families understand not only the process of putting an estate plan together, but the important role that estate planning plays in ensuring that your final wishes are followed when your legacy passes to others. As a former math teacher, my goal is to make complex legal matters clear and approachable, so my clients not only make informed decisions, but feel confident in them.
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Disclaimer
Cardinal Estate Planning does not seek to represent you based upon your visit or review of this Web Page. The material included on the Web Site is not intended as legal advice. Readers should not act upon information contained in this material without professional legal counseling. This is an advertisement. The transmission of an e-mail request for information does not create an attorney-client relationship and you should not send via e-mail any information or facts relating to your legal problem or question. If you do not have a signed retainer agreement with Cardinal Estate Planning, your e-mail may not be privileged or confidential. If you are a client, remember that e-mail may not be secure. There may also be a risk of waiver of attorney-client and/or work-product privileges that may attach to your communication.
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