ESTATE PLANNING & PROBATE

Navigating the probate process can be daunting for the bereaved. If you do not have an estate plan, or the one you have is not well-defined, controversy may ensue when you are no longer present to address the situation. Don’t leave it to your loved ones to figure it out on their own.

Considering one’s own demise is not usually a pleasant experience, but having a well-drafted estate planning portfolio in place will ease the burden on your loved ones when the need arises. An estate planning portfolio may include a will, a trust, a durable power of attorney, an advance health care directive, HIPAA waivers, and final instructions for your loved ones. 

Whether your estate is large or small, we will treat you with respect, compassion, and focus toward making sure your final wishes are clearly expressed.

When you lose a loved one, a court room is the last place you want to find yourself. But if you’re the named executor under a will, or your loved one dies without a will or appropriate estate plan, you may find yourself in that uncomfortable position. 

We will help you navigate the probate process and guide you in handling your loved one’s estate with the honor and dignity they deserve and with respect and empathy for you.

  • Prepared estate planning portfolios for estates ranging from under $500k to over $10million
  • Facilitated probate for estates valued up to $3 million
  • Successfully requested a petition for order of succession to ensure the deceased’s wishes were followed after mishandling of real property title transfers during the decedents’ lives.

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