Our Services

Estate planning encapsulates a number of services and tools that are chosen by  you to safeguard your assets and plan for your legacy. We will help you put together the best plan for you and your loved ones based on your level of income,  size of estate, and stage of life. 

A will provides for the distribution of certain property owned by you at the time  of your death. Wills are customizable and can be tailored to meet your specific  needs. 

A trust is a separate financial document that offers unique protections compared  to a will. Trusts are a fiduciary arrangement that can enable you to name a trustee  to hold and manage assets on behalf of beneficiaries.  

A well-drafted power of attorney is crucial to an estate plan. A power of attorney  can apply to important financial and/or healthcare decisions.   

A probate is the legal process of administering a deceased person’s estate that  includes assets outside of a living trust.     

A trust administration is the legal process of administering a deceased person’s  estate that includes assets covered by a living trust.