Business Details
49 Years
experience
Trusted Elder Law & Estate Planning Services in Boise
Senior Edge Legal has dedicated over three decades to providing tailored estate planning and elder law services to Idaho seniors. Our approach centers on building personal relationships to create customized plans that protect assets, ensure quality of life, and secure family legacies. We combine deep legal expertise with compassionate guidance to help clients navigate complex issues like trust administration, Medicaid planning, and probate.Our team prioritizes transparency, maintaining trust through clear communication and ethical practices. With a focus on long-term client relationships, we ensure plans evolve alongside changing needs and legal landscapes.
Services
Estate Planning
Trust-Based Estate Plan
Will-Based Estate Plan
Elder Law
Probate & Estate Administration
Revocable Trust
Long-Term Care Planning
Medicaid Planning
Guardianship & Conservatorship
Asset Protection
Details
- Year established: 1977
Highlights and features
- 30+ years of specialized elder law experience in Idaho
- Personalized plans tailored to individual family dynamics
- Certified Elder Law attorney on staff
- Proven track record with 100% client confidence ratings
- Comprehensive approach covering asset protection through life stages
Associations and certifications
- National Elder Law Foundation
What people say
Peace of mind
Exceptional professionalism
Thorough explanations
Personalized attention
Highly recommended
Services
Estate Planning
Our estate planning service creates comprehensive strategies to protect assets and ensure your wishes are honored. We help clients establish wills, trusts, and power of attorney documents tailored to their unique family situations. With expertise in Idaho-specific laws, we ensure smooth asset transfer while minimizing tax burdens and probate complications.
Revocable Trust
Revocable trusts allow clients to maintain control while planning for incapacity and death. We design these trusts to bypass probate, protect privacy, and ensure seamless asset distribution. Our approach addresses Medicaid planning, minor children's inheritance, and protection against unintended disinheritance through customized trust structures.
Elder Law
Our elder law practice addresses aging-related legal needs including Medicaid eligibility, guardianship, and long-term care planning. We help clients protect assets while qualifying for necessary benefits, navigate VA benefits, and establish legal frameworks for decision-making through powers of attorney and healthcare directives.
Probate Administration
We guide executors through Idaho's probate process to settle estates efficiently. Our services include will validation, asset inventory, debt settlement, tax filings, and distribution to heirs. We minimize costs while ensuring compliance with court requirements and protecting beneficiaries' interests during emotionally challenging times.
Will-Based Planning
Our will-based planning establishes clear directives for asset distribution and guardianship. We ensure documents meet Idaho legal requirements while addressing potential complications like minor beneficiaries and contested estates. The process includes creating healthcare directives and coordinating with other estate planning tools for comprehensive protection.
People
Susan M. Graham
Founder & Elder Law Attorney
Certified Elder Law attorney with 45+ years experience. Founder of Senior Edge Legal in 1977. Specializes in trust administration, Medicaid planning, and asset protection. Former finance professor and active member of Idaho State Bar Association.
Terri Klug
Legal Assistant & Office Manager
Office manager since 2013 with extensive client relations experience. Coordinates daily operations while maintaining personalized client support. Holds legal assistant certification and manages administrative workflows efficiently.
Janet Angell
Administrative Assistant
Client liaison since 2017 handling scheduling and initial consultations. Provides compassionate support during sensitive legal matters. Maintains organized communication between clients and legal team.
Sarah Carrico
Legal Assistant
Junior legal assistant with prior asset management experience. Supports estate planning processes while ensuring client documentation accuracy. Boise native with fourth-generation Idaho roots.
Danielle DR Reff
Office Assistant
Client-focused assistant since 2024 with advocacy background. Supports future planning processes while balancing administrative responsibilities. Specializes in client education materials and office operations.
Questions
What estate planning documents do I really need?
Essential documents include wills, revocable trusts, powers of attorney, and healthcare directives. Our attorneys assess your specific needs considering asset complexity, family dynamics, and long-term care plans.
How can I protect assets from nursing home costs?
We implement Medicaid-compliant strategies like irrevocable trusts and asset transfers while maintaining eligibility for benefits. Our plans preserve family assets while ensuring quality care access.
What happens if I die without a will in Idaho?
State intestacy laws determine asset distribution, which may not align with your wishes. Our team ensures proper documentation to protect your family's inheritance according to your specific intentions.
How does a revocable trust avoid probate?
By transferring asset ownership to the trust during your lifetime, the trust continues managing assets after death without court involvement, maintaining privacy and reducing administrative costs.
Can I update my estate plan later?
Yes, we recommend reviewing plans every 3-5 years or after major life events. Our clients receive ongoing support to update documents as family circumstances or laws change.
What's the difference between a will and a trust?
Wills require probate court validation while trusts operate privately. Trusts offer greater control over asset distribution timing and conditions, particularly beneficial for complex estates or minor beneficiaries.
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