Wills, Trusts, and Probate

An estate plan is about more than just wills and probate.  It is a plan for your future, including how you and your property will be cared for as you age.  It is also a plan for your friends and family after you are gone.  Even if you own little or no property, you should still have an estate plan.

Our typical estate plans include:

  • Will - A document that directs how your assets will be distributed at your death.
  • Power of Attorney - A designation of a person to manage your finances in the event you are unable to do so.
  • Patient Advocate Designation (Living Will) - An authorization for a person to make medical decisions in the event you become unable to do so.

Although the above estate plan works for most, it is not a one-size-fits-all.  Depending on your circumstances, you may need more advanced planning tools to accomplish your goals.  These goals might include minimizing taxes, avoiding probate delay and cost, or placing restrictions on distributions to loved ones.  Some advanced planning tools we might consider are a:

  • Trust
  • Enhanced Life Estate Deed ("Ladybird Deed")
  • Transfer of Death
  • Joint Tenancy / Joint Ownership
  • Limited Liability Companies

We regularly assist families who have lost loved ones with following the estate plan and distributing the decedent's estate.  This may include:

  • Formal & Informal Probate
  • Petitions & Orders for Assignment
  • Trust Administration
  • Inventories and Property Transfers
  • Creditor Claims
  • Heir and Beneficiary Disputes

We also will assist with Guardianship and Conservatorship.

An estate plan gives your family and friends the assurance that your passing will not be made even more difficult on them with legal and financial issues.  Contact us today to discuss your estate planning.