Estate Planning Process

During your free consultation, we will discuss and customize your options. Often, a simple Will may meet your needs. However, depending on your objectives, we also might need to discuss implementing a trust. We will give you the pros and cons of each possible solution so that you are empowered to make the decision that is right for you. We will also provide practical solutions to avoid future problems. 

Our Firm is also hired by individuals to assist with the legal process of resolving the decedent’s estate. This process is called “Probate.” When we Probate a Will the deceased person’s estate is settled. This process includes collecting and distributing assets, settling and paying claims or debts, and distributing the net estate to the beneficiaries.

Give us a call to set up your free consultation. During our no-obligation meeting, you will learn about the process, which documents we propose, and the exact costs. After our meeting, if you decide to retain us, we will provide a written Contract for your review.