Estate Planning
Estate planning secures your family, preserves your legacy, and makes sure your own personal community is taken care of. Mostly, estate planning provides peace of mind. Estate planning isn’t only for the wealthy. Without an estate plan, there could be a lifelong impact on your loved ones, even if you don’t have an expensive home or a large investment portfolio. Estate planning prevents your assets from ending up with unintended beneficiaries, protects families with young children until they are 18, or children with special needs for a lifetime.
Probate
In circumstances where it is too late to establish an estate plan, probate or conservatorship cannot be avoided. The court procedures can be very expensive, complex and last longer than you’d imagine. As your attorney, my job is to lessen this burden, while helping you navigate through the winding road of this court-supervised process.
Trust Administration
Our trust administration services help trustees manage their responsibilities with clarity and confidence. We guide clients through the steps involved in administering a trust, including reviewing trust documents, identifying and valuing assets, notifying beneficiaries, coordinating with tax professionals, and distributing property according to the trust’s terms. Whether you are navigating the loss of a loved one or managing an ongoing trust, we provide practical advice and attentive support throughout the process. Our goal is to simplify complex requirements, help trustees fulfill their duties, and keep administration moving forward while honoring the intentions of the person who created the trust.