Estate Planning

Plan for the Future of your Estate
Confidently and Effectively
 

A customized Trust ensures your assets and wishes end up in the hands of your heirs and beneficiaries.

Set up your estate cost-effectively

Set up your estate plan quickly

Set up your estate plan efficiently

No More Sleepless Nights Worrying About What Happens When you Die
 

What We Can Do For You:

Identify if you need a Will or a Living Trust

Nominate Executors and Trustees

Provide a free review of existing estate plan

Prepare Inheritance Protection Trust for your beneficiary

Prepare Special Needs Trust for your beneficiary

Emergency estate plans: 1 — 2 day turn-around

Minimize future family disagreements through a personalized and legally binding estate plan

Minimize death taxes, capital gains taxes, and real property taxes

You deserve expert legal guidance at a fair price

We started Trust & Probate Law Group to help people like you

We get it. We understand that meeting with an attorney sounds scary. Estate planning decisions can be daunting. We will make the process comfortable and easy for you.

Services We Provide to Individuals and Couples Setting Up their Estate Plan

  1. Provide personalized legal advice for your unique situation
  2. Update your current Will
  3. Determine if you need a Living Trust
  4. Establish a Living Trust if appropriate
  5. Customize your Living Trust to your specific family situation taking into account the needs of each of your children and beneficiaries
  6. Prepare a Special Needs Trust for a child or beneficiary
  7. Guide you on the distribution of your personal property
  8. Prepare Guardian Nomination documents for your children
  9. Prepare a Durable Power of Attorney for your financial assets so your loved ones can make decisions for you if you become incapacitated
  10. Prepare an Advanced Health Care Directive so your loved ones can make decisions for you if you become incapacitated
  11. Meet with your family to discuss your wishes and the details of how the plan will work

3 Simple Steps to Begin the Estate Planning Process

hands of man in suit dialing phone

1. Call for a free, no-obligation phone consultation with an attorney

This call typically takes about 10 – 15 minutes, to determine if we are the right attorneys for your situation. If not, we will try to send you to someone who is.

estate planning documents

2. Send your existing estate planning documents, if applicable

We usually need copies of any existing Wills, Trusts, Trust Amendments, and Trust Restatements. 

You may provide them to us by email, upload, or regular mail.

smiling woman making a phone call

3. Free, 1-Hour, No-Obligation Consultation with Expert Trust & Probate Attorney

We will tell you what needs to be done and give you an estimate of how long it will take and what it will cost.

Communicating with You Throughout Your Case

Responsive

Quick responses to your questions, calls, emails, and texts

Available

We'll meet with you within a few days whenever you request a meeting

Convenient

We'll communicate with you by text or email and meet by Zoom or phone

Helpful

We will help you understand the process and next steps