Wills & Trusts
There is no "One-Size-Fits-All" Solution
ESTATE PLAN – What is it?
An estate plan, defined is actually pretty simple. An estate plan is a set of documents that control what happens to you and your assets after your passing.
- Last Will and Testament – This document states who you want to administer your estate and who your assets go to.
- Advanced Directive for Health Care – Includes your living will, healthcare proxy and you can give any type of anatomical (organ donor) gifts.
- Durable Power of Attorney for Financial Decisions – In the event that you are incapacitated, you will have selected an agent (person you trust) to control what happens to your financial assets, pay your bills, sell your house and more.
- Durable Power of Attorney for Health Care – In the same way as the document above, this person takes care of what will happen to you personally. You will select an agent (person you trust) that you feel would best take care of your medical needs. They take you to doctor appointments, consult with your doctor about any decisions that need to be made, pick up or handle prescriptions and more.
- Trust
Why do I need it?
Estate plans are so much more than just having a Will. When you have an estate plan, you have just that, a plan. You will know and be certain that all of your assets will go directly to whom you say they should go to and you will be taken care of by the person(s) you have set out as your agent(s). We have seen so many clients who have put off their estate planning until it is too late. Wives, husbands and children are left with making difficult decisions that could have been prevented by completing this process. Every client we work with always walks out of our office saying how much easier the estate planning process was than they originally thought it would be. Our estate planning attorneys are experienced in planning all types of estates – from simple to complex. Contact us today to schedule your initial consultation to get started.
Whether you are considering preparing a will or trust to protect your family’s assets, serving as power of attorney for an elderly or incapacitated family member, or needing to probate the estate of a deceased loved one, our firm has a large focus on probate and estate planning with extensive knowledge of the complexities that come along with the process. Our senior attorneys have dedicated extensive amounts of time perfecting our firm’s estate planning documents. We spend a considerable amount of time with each client explaining these different tools and why they are important. Together we craft an individualized plan based on the needs and goals of each client. Wills, Trusts and general estate planning are a key focus of our firm! Our attorneys are skilled at crafting plans to tailor fit our client’s needs in order to preserve the family’s land, assets and the legacy they leave behind. Call today to set up your consultation with one of our skilled attorneys and let’s get started. Peace of mind is one of the best gifts you can give to your family and yourself!
Should we find ourselves facing the need to probate the estate of a deceased loved one, our firm has probated hundreds of estates from simple to complex estates both contested probates and uncontested probates and in several counties across the state. We also have considerable experience probating estates of Native Americans including the distribution of Restricted Indian property.
Whether it is establishing an estate plan for your family or probating the estate of a deceased loved one, let our experienced and personable attorneys help you navigate the process.
Where do I start?
Your estate plan will be completed in these simple steps!
Contact our offices to schedule a 30 minute consultation. At this appointment, we can discuss your needs and how to best set up your estate plan.
We will send you home with some paperwork.
Once you get home, grab a cup of coffee, sit down with your loved ones who will help you make these decisions if needed, and complete the questionnaire.
Once you have completed your paperwork, drop it off at our office. We will draft your documents and call you to schedule your closing appointment.
At the Closing Appointment, we will review each document with you, explain anything you may not understand, make any needed changes, or add anything you may have forgotten. You will sign all of the documents at this appointment.
Once the closing is done, we will file your Deed and/or Memorandum of Trust. We will neatly organize your estate plan in a binder for you keep in a safe place. When everything is ready, we will contact you to come by our office to pick it up.
It truly is that simple!
Let Us Help With Your Estate Plan
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