Estate Planning & Administration

Estate Administration

When a loved one passes, family members are often left to figure out what to do next. If their loved one left a will they have to probate the will and begin to gather assets and otherwise organize the estate from beginning to end.

We provide those services on a scale within each family’s comfort zone; from day to day involvement to merely filing the proper paperwork on behalf of the estate.

Estate Planning

We meet with clients to discuss how they want to distribute their assets when they die. We advise based upon federal and state law taking each client’s individual circumstances into consideration .

We draft wills, trusts, health care power of attorney documents and general power of attorney documents that reflect each client’s situation. Clients can either take their documents home with them or we can retain them in the office.

Estate Planning & Administration FAQ

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