Trusts and Estates
We offer a variety of estate planning and estate administration services.
Estate Planning
- Estate plans that correspond to life stage, family composition, asset profile, and intended beneficiaries
- Elder Law consultations
- Draft Last Will and Testament
- Draft Advance Directives, including:
- Health Care Proxy
- Living Will
- Power of Attorney
- Download a copy of our Estate Planning Questionnaire.
Estate Administration
- Probate/administration petitions required for Estate Administration and Probate
- Petition for recovery of real property
- Fiduciary representation
- Beneficiary representation
Trusts
- Revocable & Irrevocable Trusts
- Supplemental Needs Trusts
- Funding advice