Other Services

Trustee Services

We offer trustee services for Special Needs Trusts, for Life Insurance Trusts and for small trusts that might be better served by a small office.  We bill our work on an hourly, and not on a percentage, basis. 

Income Tax Preparation

For current planning clients only, we offer income tax preparation services.  Generally, our income tax return clients are retired and the primary relationship focus is on estate or elder law planning.

Probate Litigation

We offer probate litigation assistance in matters, such as: conservatorships and guardianships; beneficiary and fiduciary representation in contested estate and trust matters; and trust terminations and modification cases.

Video Conferencing

Our office is equipped for video conferencing. Our large screen video conference system enables us to meet in real time with clients as well as with their family members, care givers or advisors during a single office meeting.   

Annual Checkup Service

We offer a number of options to annualize your estate planning or life care planning needs, including an inexpensive annual report card service. This is an efficient way to keep us abreast of changes in your circumstances. 

Client Portal

We offer clients the option to have their estate planning documents uploaded to a secure online portal, so that they always have access to their estate planning documents.