Estate Planning & 

Probate

Establish or modify an estate plan for a person, their heirs or family members through the creation of documents to carry out their wishes while minimizing estate, gift, and income tax. These documents may include: the preparation of a last will and testament, trust, durable power of attorney, advance health care directive, beneficiary designation or other necessary or desired designations.

Conservatorships

Trusts & Trust Administration

Draft a revocable living trust, family trust, or special needs trust or assist those in the process of administering a trust. Advise trustees of their duties, powers and compensation, and guide them through the legal process of administering an estate.