Estate Planning & Probate 

Estate Planning

Your estate plan should be tailored to meet your personal needs and goals for managing your property, both during your lifetime as well as distribution of your property when you pass. Contact me to discuss how we can best address your intentions for the management and distribution of your property.

Your estate plan should provide clarity, minimize potential disputes among family members, reduce tax burdens, and ensure that your assets are distributed according to your desires upon your death.

Your estate plan should consider the following legal documents with attention to ensuring they are properly drafted and executed to be validated by the courts.

  • Wills

  • Trusts

  • Powers of Attorney for financial management g in the event of incapacity

  • Advanced healthcare directives

  • Disposition of final remains

  • Assets and contact lists

  • Property memorandums

  • Prenuptial Agreements

  • Beneficiary designations

And others, depending on your specific needs.

Let me learn more about your estate planning needs and how I can help. Contact me for a consultation.

Helping you with Estate & Probate matters

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Probate

After your loved one dies, their estate must be settled, including validating their will, appraising the estate’s property, paying debts and distributing the assets. The process is overseen by the court, and it can be complex and time-consuming. Let me help you navigate the legal process of probate and estate administration. Contact me to discuss what your next steps should be in the event of a loved one’s passing.