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Estate Planning and Administration

The goal of estate planning and administration is the orderly, efficient, and timely management of a person’s affairs upon incapacity and death. Our attorneys have prepared hundreds of estate planning documents, and helped clients use estate planning documents to carry forth the wishes of their loved ones.

Examples of estate planning documents include:

  • Wills
  • Revocable Trusts
  • Irrevocable Trusts
  • Financial Powers of Attorney
  • Health Care Powers of Attorney
    Advance Health Care Directives
  • HIPAA Waivers
  • Special Needs Trusts
  • Deeds
  • Preliminary Change in Ownership Reports
  • Parent-Child Exclusion from Reappraisal Forms
  • General Assignments of Interest

Advance planning reduces costs, and it is likely that by executing estate planning documents you are able to avoid future court fees, administrative expenses, taxes, and potentially obtain eligibility for public benefits. On occasion, where adequate estate planning has not been done, the involvement of the court and the initiation of a probate administration or a conservatorship administration may be necessary. Our attorneys are experienced in trust, probate, and conservatorship administrations.

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Free Consultation

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