Estate Planning and Probate

Everyone needs a Will or Revocable Living Trust to make sure their estate passes to their loved ones according to their wishes. A will is the central pillar of most estate plans.

A well drafted will streamlines the probate process, names and equips an executor to put your wishes into effect, and names a guardian and establishes trusts for your children. A Revocable Living Trust is an alternate means for accomplishing the same thing, though these devices are somewhat more costly and complex.

A proper estate plan also must take into account the ever-changing Federal and State Estate Taxes. To be complete, it also must include legally effective Durable Powers of Attorney, to make sure your needs are met and health care decisions are authorized if you are unable to manage your affairs and your health care for yourself.

We can assist with:

  • Will or Trust Preparation
  • Community Property Agreements
  • Estate Tax Planning
  • Powers of Attorney
  • Health Care Directives (Living Wills)
  • Coordination of Beneficiary Designations with:
    • Life Insurance
    • Retirement Plans
    • Investment Accounts
  • Real Estate Title Reviews
  • Probate or Trust Administration

With your Estate Planning documents properly drawn and signed, you will enjoy the profound peace of mind of knowing your loved ones are cared for.