Estate Planning/Probate

 Estate Planning / Probate We help clients gather and review their financial information, determine how title is held, and discuss how the client wants their assets distributed.  To carry out the clients desires we draft wills, trusts, durable powers of attorney (financial and healthcare), and marital property agreements. 

We also assist with probate and trust administration.  We work collaberatively with the personal representative and/or trustee to essemble the estate assets, file the necessary court or tax documents and complete the administration in a timely manner.