The Estate Planning Process

The estate planning process begins with a comprehensive consultation on a wide variety of topics. The consultation is an interactive process during which our Associate listens to our clients and provides them with our counsel. Consultations vary from a basic explanation of the estate planning process to, when appropriate, an in-depth discussion of complex post-death transfers to beneficiaries. Whether the client is developing their first estate plan or seeking a review or revision to an existing estate plan, we are ready, willing, and able to provide focused attention to the client’s goals.

Estate Planning Services

Clients are advised of the impact of current estate,gift, and property tax laws. We believe it is essential that the client and Associates review and discuss any current estate planning documents and the client’s immediate, short-term (one to nine years), and long-term (10+ years) goals for the control and ultimate transfer of assets to desired beneficiaries.

Our clients receive advice unique to their specific situations and goals. Our estate planning lawyers provide counsel and advice on the creation of:

  • Wills
  • Probates
  • Estate Planning
  • Family Trusts