Estate Planning and Administration

Planning what will happen to your estate - real and personal property owned at death, disability or incapacity - is important for everyone. Our office can help protect you, and your family, plan for estate and gift tax issues, asset distribution and probate avoidance. We can provide the following estate planning and estate administration services:

  • Last Will and Testament 
  • Revocable Living Trust
  • Beneficiary Deed
  • Beneficiary Designations and other Non-Probate Transfers
  • General Durable Powers of Attorney
  • Health Care Declaration and Health Care Durable Power of Attorney
  • Pre-nuptial Agreement
  • Probate Avoidance

Post Death:

  • Probate Administration
  • Trust Administration
  • Asset transfer - including assistance with beneficiary claim forms and inherited retirement accounts, pensions and annuities 
  • Coordination of tax return filng requirements

Should it be necessary for you or someone you know to administer the estate of another, we are here to help. Our experience with handling probate and trust estates will allow us to remove some of the burden so you can ensure that laws and requirements are met.