Drafting comprehensive wills and revocable living trusts that ensure your assets are distributed according to your wishes while minimizing probate delays.

• Revocable and irrevocable trust creation
• Pour-over wills and trust funding guidance
• Regular review and amendment services

Establishing durable financial and healthcare powers of attorney so trusted individuals can make decisions on your behalf if you become incapacitated.

• Durable financial power of attorney
• Healthcare proxy and advance directives

Guiding executors and administrators through the probate process including inventory, creditor notification, tax filings, and asset distribution.

• Full-service probate representation
• Creditor claim management
• Final accounting and distribution

Assisting successor trustees with their fiduciary duties including asset management, beneficiary distributions, and trust tax compliance.

• Trustee duty education and guidance
• Trust tax return preparation coordination

Implementing strategies to minimize federal and state estate taxes through gifting, charitable planning, and advanced trust structures.

• Annual and lifetime gift tax exclusion planning
• Charitable remainder and lead trusts
• Generation-skipping trust strategies

Petitioning the court to establish guardianship for minor children or conservatorship for incapacitated adults who need protection.

• Minor guardianship nominations
• Adult conservatorship proceedings
• Annual reporting and compliance

Creating supplemental needs trusts that protect government benefit eligibility while enhancing the quality of life for individuals with disabilities.

• Third-party and self-settled special needs trusts
• ABLE account coordination