Business Details
49 Years
experience
Your Trusted Elder Law & Estate Planning Partner in Boise
Senior Edge Legal has dedicated over 30 years to providing tailored estate planning and elder law services for Idaho seniors. Our approach prioritizes personalized relationships, ensuring each client's unique needs are met through customized asset protection strategies and comprehensive estate plans. We combine deep legal expertise with compassionate guidance to help clients maintain control over their financial futures and family legacies.Our team emphasizes long-term care planning, trust administration, and probate navigation while maintaining transparency and accessibility. With a focus on proactive legal solutions, we empower clients to secure their assets and make informed decisions about end-of-life care and intergenerational wealth transfer.
Services
Estate Planning
Trust-Based Estate Plan
Will-Based Estate Plan
Revocable Trust
Elder Law
Probate Administration
Long-Term Care Planning
Medicaid Planning
Guardianship
Conservatorship
Details
- Year established: 1977
Highlights and features
- 30+ years of specialized elder law experience in Idaho
- Certified Elder Law attorney on staff
- Personalized estate planning approach for unique family needs
- Comprehensive asset protection and Medicaid planning expertise
- Proven track record with 100+ positive client testimonials
Associations and certifications
- National Elder Law Foundation
What people say
Peace of mind
Excellent service
Very confident
Trustworthy feeling
Knowledgeable
Services
Estate Planning
Our estate planning service creates comprehensive legal frameworks to protect assets and ensure proper inheritance distribution. We specialize in customized wills, trusts, and healthcare directives that adapt to changing family dynamics and financial situations. Clients receive ongoing support to maintain plan relevance through life transitions while minimizing tax liabilities and probate complications.
Revocable Trust
Revocable Trust establishment provides clients with flexible asset management solutions that avoid probate and maintain privacy. Our attorneys design trusts that allow seamless asset transfer while protecting beneficiaries from unintended disinheritance. The service includes trust funding guidance and ongoing modifications to reflect evolving personal circumstances and estate planning goals.
Elder Law
Our elder law practice addresses unique challenges faced by aging individuals through Medicaid planning, long-term care arrangements, and guardianship solutions. We help clients protect assets from nursing home costs while maintaining eligibility for government benefits. The service includes comprehensive care coordination with healthcare providers and financial advisors to ensure holistic client support.
Probate Administration
Probate administration assistance guides executors through Idaho's court processes for settling estates. We streamline asset distribution, debt resolution, and tax compliance while minimizing delays and costs. Our team provides detailed accounting support and beneficiary communication to ensure smooth transfer of assets according to will provisions and state laws.
Long-Term Care Planning
Long-Term Care Planning services help clients prepare for potential healthcare needs while protecting financial assets. We develop strategies to qualify for Medicaid benefits without compromising quality care options. The service includes analysis of insurance options, care facility selection, and legal documentation to ensure medical wishes are honored during incapacity.
People
Susan M. Graham
Founder & Elder Law Attorney
Certified Elder Law attorney with 45+ years experience in estate planning. Former finance professor and co-founder of Treasure Valley Estate Planning Council. Specializes in asset protection and Medicaid planning for Idaho seniors.
Terri Klug
Legal Assistant
Office manager with 10+ years experience supporting estate planning clients. Coordinates client services and maintains operational efficiency while providing compassionate client interactions during sensitive legal matters.
Janet Angell
Administrative Assistant
Scheduling specialist with 7+ years experience connecting clients to legal services. Manages appointment logistics and initial client consultations while maintaining confidentiality and professional service standards.
Sarah Carrico
Legal Assistant
Boise native with asset management background supporting estate planning processes. Provides technical expertise in trust documentation and client education about intergenerational wealth transfer strategies.
Danielle DR Reff
Office Assistant
Recent addition to the team with advocacy experience for individuals with disabilities. Focuses on client communication and future planning documentation while maintaining compassionate service approach.
Questions
What estate planning documents do I really need?
Every adult should have a will, healthcare directive, and financial power of attorney. Depending on your assets and family situation, we may recommend revocable trusts or specialized tax planning documents to protect your legacy.
How can Medicaid planning protect my assets?
Our Medicaid planning strategies help protect your home and savings while maintaining eligibility for long-term care benefits. We use legal tools like irrevocable trusts and asset transfers to meet program requirements while preserving family wealth.
What happens if I become incapacitated without planning?
Without proper documents, the court may appoint a conservator to manage your affairs. This public process can be expensive and may not reflect your preferences. Our planning ensures trusted individuals handle your affairs according to your wishes.
How does a revocable trust avoid probate?
By transferring asset ownership to your trust during life, those assets bypass probate court at death. This maintains privacy and allows faster distribution to beneficiaries while avoiding public court proceedings.
What makes Senior Edge Legal different?
We combine 45+ years of elder law experience with personalized service. Our Certified Elder Law attorney and dedicated team focus exclusively on senior legal needs, providing comprehensive solutions with compassionate client support.
How often should I update my estate plan?
We recommend reviewing your plan every 3-5 years or after major life events like marriage, divorce, or significant asset changes. Our clients receive ongoing support to ensure their plans remain current with legal changes and personal circumstances.
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