Estate Planning and Trust and Estate Administration

Last Will and Testament ✓

A Will directs how your assets are managed and distributed after your death and names a Personal Representative to administer your estate. If you have minor children, your Will is where you nominate a guardian to care for them.

Revocable Living Trust ✓

A Revocable Living Trust allows you to manage and transfer assets during your lifetime and after death through a Trustee you choose. Trusts are commonly used to avoid probate, provide continuity during incapacity, reduce delay and cost, and preserve privacy.

Guardianship for Minors ✓

Parents of minor children should name guardians to care for their children if a parent becomes incapacitated or dies before the children reach age 18. Naming guardians in advance helps ensure your wishes are honored and reduces stress for loved ones.

Health Directives ✓

Health care documents allow you to appoint someone to make medical decisions for you if you are unable to do so and to express your wishes regarding end-of-life care.

Power of Attorney ✓

A General Durable Power of Attorney authorizes an agent to manage financial and non-medical matters on your behalf, particularly during periods of incapacity.

Estate Administration & Settlement ✓

We assist Personal Representatives and Trustees with estate and trust administration, including asset management, court filings, real estate matters, trust administration, and estate tax returns.