Kori Whisenant, Attorney At Law: Estate Planning in Cleveland, Simplified
Start this important journey with a supportive, knowledgeable, and personable attorney by your side.
What Will Your Legacy Be?
Legacy planning should be accessible and conducted from a caring place. It’s been the complete opposite for far too long.
As your estate planning attorney, I know creating the legacy of your dreams doesn’t have to be difficult. But that hasn’t been the reality. The process has been marred by dread, dragged down by guesswork, and overrun by legal language that you need a law degree to understand.
That’s not fair to you or to your family. So I set out to make legacy planning and estate planning accessible in Ohio, especially for people who are often left unprepared until the clock starts ticking.
All Estate and Legacy Planning Services by Kori Whisenant, Attorney at Law
Legacy Planning
Leave a legacy with purpose. I take you through guided discussions on how to infuse your values and desired impact into where your money and property ends up. Think of it as the “why” behind your decision-making, whether you’re navigating these decisions solo, with family, or with a trusted friend. Legacy planning services include:
- Creating trusts and setting them up properly
- Setting up charitable giving and trusts
- Creating education and childcare funds
- Business succession planning
Estate Planning
Make key decisions about your money and property with guidance from someone who’s seen it all — and someone who gets it. I take a personalized approach, guiding you through the logistics behind estate planning with total clarity and the utmost care for your needs. My law firm’s estate planning services include:
- Power of attorney designation
- Advance directives
- Will and living will writing
- Trust creation
Trust Administration
When you work with my firm on trust administration, I break down the lengthy process into simplified steps and actions. I want you to know what I’m doing and why I’m doing it, so you can be fully informed and educated on what’s happening and why the trust works that way. Trusts administration includes:
- Overseeing legal and compliance matters
- Notifying beneficiaries
- Paying out expenses from the trust
Probate Administration
If and when you need to work with the court system to execute a will. I bring years of experience navigating Ohio’s court system to my work. I know precisely where to go and what to do when and if probate administration is necessary. Probate administration services include:
- Verifying the validity of the will, if one exists (and it should!)
- Notifying beneficiaries and distributing assets
- Filing the proper paperwork to complete will execution
- Attending court hearings as needed
Will Writing and Execution
Ensure your loved ones are taken care of and your wishes are carried out as you’d like. I help you draft a plan that transfers your wealth and other assets to the person, people, institution, or institutions of your choice, and confirm all is in place for painless administration when the time comes. Will writing and execution services include:
- Drafting new wills
- Amending existing wills
- Will creation advisory
- Planning for taxes
Estate Planning for Young Adults
No, it’s not too early to talk about your future! I love working with newly-minted adults to help them understand how to protect themselves and their wishes — and to have those conversations with loved ones. My programming helps young adults aged 18 to 26 take the first steps to take charge of these consequential choices.
- Empowering and proactive educational workshops
- Including young adults in your estate planning process
- Facilitating family discussions with parents and kids
About Kori Whisenant: What Makes My Law Practice Different?
Hi, I’m Kori! I’m not what a lot of people picture when they think of an estate planning attorney. I’m young. I’m Black. I’m a woman. I’m a wife and mom to two boys (yes, my house is loud). I have a Bachelor’s in Psychology.
Estate planning is not just for old folks. It impacts every generation. The “sandwich generation” caring for aging parents and growing kids needs to take care of themselves, too. I’m here to remind them to protect themselves while others focus on retirees
I’ve practiced estate planning and probate law for more than a decade, and who I am deeply shapes how I show up for you and your exact needs. My psychology training helps me facilitate hard conversations. Motherhood unlocks my understanding of a parent’s need to care for their child long after they’re gone. I show up as a whole, compassionate human, guiding a caring experience where you’ll feel seen and heard.
I bring real-life perspective, and that’s exactly what makes me a great estate planning attorney.
Estate Planning For Newly Minted Adults
Take the reins on these important choices. The Newly Minted Adults package is especially designed for 18 to 26-year-olds new to the world of estate planning.
Testimonials
FAQs About Estate Planning In Cleveland
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Start Your Estate Planning Journey
You don’t have to go it alone. The Law Office of K. E. Whisenant is ready to support you.
