Estate Planning

Estate planning includes the preparation of a Will, Trust, Durable Power of Attorney for Finances, and a Health Care Directive.

These documents are established so that your assets are managed according to your wishes while you are alive, but unable to manage your own affairs; and to manage and distribute your assets after your passing for the benefit of your family and beneficiaries.

Our documents are prepared, with the goal of keeping your family out of court, and to minimize burdensome legal proceedings, so that your family and friends can assist you in the most efficient manner when needed

Probate, Estate & Trust Administration

When a person passes away and has assets, the bills need to be paid, and the assets distributed. This process is called administration process. This can be a confusing and time-consuming job. We are here to assist you through this process.

If you have a Trust, the Trust estate still needs to be administered, typically out of court, and although it is simpler to administer than a probate process, there are still many items that will need to be accomplished. We are ready to assist you with this process as well.

These issues can be confusing or seemingly difficult, especially when a friend or family member can no longer handle their own affairs, or are deceased, but if you need our help, call us today to learn more about how our services.