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.  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 to assets to a loved one 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