What We Do Wills, Trusts & More
Estate Planning
Wills
Designation of testamentary provisions, and comprehensive plans for directing your assets and protecting your family.
Trusts
Revocable living trusts and other trust-based planning designed to manage assets, provide for beneficiaries, and simplify administration.
Ancillary Documents
Powers of attorney, health care directives, HIPAA authorizations, living wills, and other documents that address incapacity and health care decisions.
Probate & Estate Administration
Probate & Estate Settlement
Guidance through the probate process, from the appointment of a fiduciary through the collection and distribution of estate assets.
Estate Administration
Assistance with identifying and valuing assets, paying debts and expenses, preparing inventories and accountings, and handling estate tax matters.
Beneficiary & Fiduciary Matters
Representation concerning fiduciary responsibilities, beneficiary rights and concerns, estate distributions, and disputes that may arise during administration.