If a loved one has died, we will help you navigate the Probate process to make sure the Estate is properly distributed and all affairs are settled to give you peace of mind. Are you the named Executor? Is there no Will at all? We can help.
Are you named as a Trustee in someone’s Trust? Not sure where to start? We can guide you through everything you need to know about your legal obligations to the Trust beneficiaries and how to fully administer and wrap up the Trust.
If you are looking for a law firm to give you some forms to fill in and sign, then you probably won’t be happy working with us. Your attorney will talk with you about your goals, recommend several ideas, and quote a flat fee for creating and implementing the entire plan.
Whether your goals are simple or complex, we will help you create the estate plan that’s right for YOU. This could involve a Simple Will or a series of complex Trusts. We are your legal tour guide, but you tell us where to steer the ship.
Physicians & Dentists
Some doctors need only fundamental estate planning, while others need to utilize more advanced planning techniques. We will help you understand your options concerning general estate planning as well as asset protection.
Executors & Trustees
Have you been named as Executor or Trustee? We will advise you on all your legal responsibilities (and help you with the work along the way!) so you can rest easy knowing that the Estate or Trust was administered correctly.