Trusts and Estates

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Some of our Estate Planning Services:

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  • Living Trusts

  • Wills

  • Durable Powers of Attorney for Financial Matters

  • Advanced Healthcare Directives

  • Deeds

  • Beneficiary Designation

  • Buy-Sell Agreements

  • Charitable Trusts

  • Life Estates

  • Special Needs Trusts

  • Estate Plan Review 

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Some of our Estate Administration Services:​

  • Trust Administration

  • Trustee Representation

  • Probate - The legal process of validating a will, paying debts, and distributing assets after death.

  • Beneficiary Representation

  • Beneficiary Location Assistance

  • Asset Research

  • Title and Ownership Transfer and Research

  • Will & Trust Review