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Our firm develops personalized individual estate plans for each client.  An estate plan may consist of a Last Will and Testament, Trust, Power of Attorney, Health Care Surrogate Designation, Living Will, HIPPA Release, and/or Pre-need Guardian.  We works closely with the client to listen to their needs and current situation to develop their plan. 
The estate plan will not only state how the client wishes to pass their assets at death, but also cover who and how will their assets and health care will be handled in the event of the client's incapacity.


When a loved one passes away, the assets need to be transferred to the beneficiaries.  Many times the transfer needs to be processed through the Court using a probate administration.
We represent Personal Representatives (Executors) through the probate process, which includes identifying beneficiaries, gathering and liquidating assets, paying creditors and distributing the estate assets. 
We represent Trustees through the trust administration process.  Similarly, the Trustee needs to identify beneficiaries, gather and liquidate assets, pay creditors and distribution the trust assets.
We will also represent the beneficiaries in these administration to counsel them as to their rights and guide them through the probate or trust administration.


When a loved one has become incapable of handling their owns affairs, paying their bills, and/or making medical decisions, the family or close friends will have to become involved to assist the person.  Many times the incapacitated person did not prepare the necessary documents for someone to step in or those documents may not be effective.  At that time, a guardianship may need to be filed and the Court will become involved.  The Court will appoint a Guardian over the incapacitated person and/or their property.
We represent Guardians, family members and even the incapacitated person throughout the guardianship process.  We also work with local professional guardians that can be appointed if family is unable, or the incapacitated person does not have family to become a guardian.

 
     
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