Estate planning, probate and trust administration
Mavis Richards prepares and drafts legal documents, pleadings and accountings to open, maintain and close estates. She reviews and analyzes wills, trusts, tax returns and other legal documents. Her other experience includes:
- Preparing and drafting correspondences and memos.
- Preparing inventories, reports, tax returns and accountings for estates and trusts.
- Reviewing and analyzing wills, trust and other legal documents and instruments.
- Drafting wills and trusts for taxable and non-taxable estates.
- Preparation of 709 Gift (and Generational Skipping Tax) Tax Returns, 1041 Fiduciary Income Tax Returns for Estates & Trusts, and 706 Inheritance Tax Returns.
Mavis is efficient, compassionate and knowledgeable with her clients as she helps guide them with ease through the process of probate and trust administration.
Capabilities
Professional & Civic Activities
- National Association of Legal Assistance
- Florida Notary Public
- Gulf Coast Dance Theater, board member, secretary (2015-2018)
- Urbandale Middle and High School Mock Trial, coach (2004-2011)
- Urbandale Leadership Development Program (2008)
- Court Appointed Special Advocate (2009-2012)
Education
- Iowa State Farm Tax School
- Iowa State Bar Association Tax School
- Drake University
- Des Moines Area Community College (Associates, 1996)