Estate Planning/Probate

Probate Administration

Probate is necessary for most assets that are neither in a trust nor titled in some other non-probate form (i.e. joint tenancy).

Probate can be a very long and complicated process, creating major obstacles for the executor.  We take the pain out of probate by going to court, filing the appropriate documents, defending contested issues and closing the case quickly so the heirs can receive their inheritance.  Let us take care of the details so you don’t have to.

What is Probate Anyway?

Estate Planning

We pride ourselves on preserving family legacies through our estate planning and administration practice, which includes the preparation of wills and trusts, powers of attorney, and health care directives in order to help our clients reach their term financial goals.  In addition to estate administration, we also offer representation in probate court, handling matters such as will and trust contests.

Estate Planning Questionnaire

Living Trusts

We know how difficult it is to contemplate end of life decisions, which is why we strive to make the creation of an estate plan as simple as possible.   To that end, we have our clients fill out a basic questionnaire and then meet with them at their convenience and at their location of choice, including their own home.

A Living Trust is absolutely essential to those who either have families, a home or gross assets worth over $100,000.   A Durable Power of Attorney, Advance Health Care Directive and Will are all essential documents that we create as part of a Living Trust.  We charge a reasonable flat fee to prepare a comprehensive, dynamic estate plan.  By creating a Living Trust now, you avoid Probate later, pay less in estate taxes and leave your assets to those whom you desire instead of to whom the state desires.

A Living Trust Explained, Why I Should Have a Living Will, Why I Should Have a Trust