ESTATE PLANNING is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning may include minimising gift, estate, and generation-skipping transfer taxes. Estate planning includes reducing or eliminating court involvement through probate, and maximising the value of the estate by reducing taxes and other expenses.

• Revocable Living Trust 

• Amendment to Trust

• Transfer of Assets to Trust

• Last Will & Testament (Will) 

• Codicil (Amendment to Will)

• Living Will (Health Care)

• Health Care Power of Attorney

• Financial Power of Attorney

• Trust Administration (distribution)

DEATH ADMINISTRATION: This process gives individuals access to their loved one's assets after death, in order to distribute assets to the rightful beneficiaries.  This might be distribution according to a decedent's will or according to intestate laws. 

DISABILITY ADMINISTRATION: In the event of disability, a Conservatorship grants access of assets to a loved one , in order to manage the assets for the benefit of the disabled individual. Guardianship allows a loved one to make health care decisions. 

• Small Estate Probate

• Informal Probate 

• Formal Probate

• Handling of Court Filings

• Asset Inventory 

• Accounting Services

• Guardianship

• Conservatorship