HOW I CAN HELP

  • Update your existing estate plan. If you would like to make changes to your existing will or trust plan we can review and update your current estate documents to adapt to your changed circumstances.

  • Create a new estate plan. If you do not have any estate planning documents in place, we can discuss the most appropriate type of estate plan for you and your family and then craft the necessary documents. This could be either a will or trust based estate plan.

  • Assistance for beneficiaries. If you are the beneficiary of a trust or estate and have questions about the process and your rights, we can review the documents and provide advice.

  • Help with the probate process. If you have been nominated as a personal representative by someone who passed away, we can help you determine what legal steps are necessary to “administer” the estate and handle any court filings that may be required.

  • Help with trustee succession and administration. If you have named as a successor trustee and need assistance in understanding your role, we can review the trust documents and discuss your responsibilities.

  • Incapacity of a family member. If you have a family member who has diminished capacity and needs protection, we can help you establish a guardianship and/or conservatorship through the court.