services

Estate Planning

We understand that planning for the future or unforeseen events is difficult, but important for you and your family. We are here to help.

Probate

If you do not have a living trust when you pass away, your loved ones might have to file a court action to get your property.  This process is called probate.

Probate is a court proceeding that settles a deceased person’s estate, which includes settling debts and distributing a deceased person’s property to his or her heirs. Probate is difficult, both emotionally and financially.  

When probate is unavoidable, we work closely with our clients to ensure the process is effortless, thorough, and clear.

A probate action involves significant court costs and legal expenses for your loved ones.  It also takes a long time – often well over a year to finalize.  

Please feel free to call us to discuss your case in detail. Our office conducts preliminary reviews and provides estimates at no cost.

We can help: by creating a living trust, we can avoid probate.

Trusts, Wills, and Powers of Attorney

Make sure your assets are distributed according to your wishes with a living trust.

In order to avoid the cost and expense of the probate process, our attorneys are here to guide you through your estate planning needs and prepare a living trust. Trusts provide legal protection for your assets, to make sure those assets are distributed according to your wishes

Draft your will and protect your assets.

In addition to drafting a trust, our attorneys work closely with clients to draft wills. A will further allocates assets and is especially necessary when minors are involved. Wills function alongside trusts and protect assets that a trust might not specifically mention.

Our office can help you prepare a full estate plan to better prepare for the unforeseeable events in their future: power of attorney.

Another important aspect of estate planning is a power of attorney. A power of attorney is a legal document that gives someone the power to act on your behalf in the event that you are unable to do so (e.g. dementia, incapacity, etc.).

A power of attorney is in effect for only as long as you are alive, and the powers of the attorney-in-fact range from managing financial matters to providing for medical and personal care.

We take pride in the fact that our clients have peace of mind knowing their estate is in order and that they are protected during difficult times.

In the event you do not have a valid power of attorney and become incapacitated or otherwise unable to act for yourself, your loved ones would have to spend thousands of dollars filing a conservatorship action in court to get appointed as your power of attorney.  With our comprehensive estate plan, we ensure that loved ones receive what you want without undue delays or unnecessary legal fees and costs.    

We work with clients to create an individually tailored estate plan to meet their needs.

Our tailored estate planning package includes the following documents:

  • Trusts
  • Wills
  • Certification of Trust
  • Financial Power of Attorney
  • Personal Care Power of Attorney
  • Advance Health Care Directive
  • HIPPA Release
  • Deeds to transfer real property
  • Assignment of property in trust

No Cost Consultation:

Please feel free to contact us to discuss your estate planning needs in detail. Our office conducts preliminary reviews and provides estimates at no cost.