Estate Planning – While most people have only heard of a Will, a Will may not protect an individual from probate (or the need to go through the court system when they die), or other circumstances, such as creditors. We believe that it is essential to evaluate a person’s assets and liabilities, as well as the person’s individual and family needs to provide the necessary documents. These documents may include a Living Trust, Durable Power of Attorney, Living Wills, and Healthcare Surrogate. We are able to put packages together for our clients.
Formal Administration – We handle Formal Administration with and without a Will. We charge a retainer based on the assets and liabilities in the estate and number of beneficiaries listed. We also refer the personal representative to an estate accountant to finalize all tax issues with the estate.
Summary Administration – A decedent may qualify for a summary administration, which is less expensive and less time consuming. However, we need to evaluate the situation on a case to case basis.
Trust Administration – We represent Trustees who have been appointed through a Trust. We will walk the individual through his/her responsibilities in order to close out the administration or finalize the wishes of the decedent. We charge a retainer based on the complexity of the circumstances for the estate.