Revocable Living Trust 

Our firm assists individuals and families in preparing their financial affairs to reduce or eliminate the cost of probate administration and applicable estate/gift taxes by drafting fundamental documents customized according to the needs of each client including:

  • Revocable Living Trust
  • Will
  • Power of Attorney
  • Advance Healthcare Directive
  • Grant Deed to Living Trust

Advance Planning and Asset Protection

In addition to the fundamental documents, we assist individuals and families with advance planning and asset protection planning tailored to their needs, including Irrevocable Trusts, Charitable Trusts and Family Limited Partnerships.  

Trust Administration and Probate

We counsel trustees, executors and personal representatives through the estate administration process, trust administration and/or probate proceedings by providing the following legal services:

  • Titling the decedent's assets into the names of the estate beneficiaries
  • Preparing and filing all documents required by the probate court in a timely manner
  • Distributing trust assets to beneficiaries
  • Advising trustees, survivors and beneficiaries accordingly