Wills, Trusts and Deeds
“Good plans shape good decision. That’s why good planning helps to make elusive dreams come true.”
~Geoffrey Fisher, Archbishop of Canterbury
Whether you are getting your own affairs in order and need a will or trust, or have been appointed trustee or personal representative after the passing of a loved one, we can help you through the process. Our goal is always to meet your needs in the most effective and efficient manner possible.
We offer the following services in connection with estate planning and administration:
- Estate Planning – Wills, Trusts, Powers of Attorney, Advance Medical Directives, Gifting, Estate Administration
- Trust Administration – Trustee Representation, Beneficiary Representation
- Probate – Personal Representative Representation, Heir and Beneficiary Representation
- Small Estate Administration
- Asset Transfers and Retitling
- Non-Probate Transfers – Joint Ownership With Right of Survivorship, Beneficiary Designations (Life Insurance, Retirement Plans)
- Business Succession Planning – Ownership Transfers, Management Succession
