In some instances, we offer trustee services for Special Needs Trusts, for Life Insurance Trusts, and other trusts. Our billing method is determined on a case by case basis.
Estate Planning/Trust Review
If you already have a will or other estate planning documents, we will gladly review them and provide you with guidance on any recommended changes within the framework of our estate planning services. In most cases, document reviews are conducted on a flat fee basis up to a set amount of time. Additional time is billed hourly.
We offer probate litigation assistance in matters such as: conservatorships and guardianships; beneficiary and fiduciary representation in some contested estate and trust matters; and trust terminations and modification cases. Please note that our litigation services are limited; our primary services are planning and administration.
From the simple will to the complex, we have you covered. Think all wills are the same? For married seniors, nothing could be further from the truth. Why take chances? Schedule an appointment today and become informed so that you can protect your assets and family.
Annual Checkup Service & File Storage
For a fee, we offer an annual “checkup” service and file storage.
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.