Our Services

During our estate planning process, we provide a comprehensive review of your entire estate, as well as discuss your specific family needs and planning priorities.  We can implement various estate planning techniques and strategies to create an individualized, tailored plan for each client.  We provide guidance and assistance to help ensure peace of mind for the future.

Estate Planning

Our estate planning services encompass simple estates to complex wealth transfers, including incapacity planning documents, business succession, and special needs planning.

INCAPACITY PLANNING DOCUMENTS

  • Appointment for dispositions of remains

  • Declaration of Guardian (For adults and/or minor children)

  • Living will

  • Medical Power of Attorney

  • HIPAA Authorization

  • Statutory Durable Power of Attorney

TRUST

  • Revocable trusts

  • Testamentary trusts

  • Marital trusts

  • Generation-skipping trusts

  • Irrevocable trusts

  • Charitable trusts

  • Special needs trusts

Probate and Estate Administration

We understand a death of a loved one can be an emotionally challenging time. We are dedicated to offering personalized guidance to assist families with transferring assets during this time, providing support every step of the way. Our firm handles various types of probate services, including Independent Administration, Dependent Administration, Muniment of Title, Affidavit of Heirship and Small Estate Affidavits.

Our firm provide comprehensive review of trust documents to advise our clients on the terms of their trust. We guide trustees on understanding terms of the trust and assist with proper administration of trusts, including management of trust property, trust modification and trustee succession.

Trust Administration

Business formation and Succession planning

We provide comprehensive business formation services to help get your business up and running quickly and efficiently. We specialize in determining the most beneficial entity selection and will complete the required filings to establish the entity, as well as the necessary formation documentation to establish a proper succession planning and ensure your long-term business objectives are completed.