Responsive Estate and Trust Administration

The loss of a loved one is difficult. Our primary objective when we assist with estate or trust administration is to provide prompt, efficient, and flexible advice and hands-on assistance. 

Flexible Services
Estate planning has evolved over the last two decades to become less attorney dependent, but experienced legal counsel should be sought in most cases where you have been given responsibility for the well-being or finances of another person. We are experienced and superior guides for those given the role of Trustee or Agent under a Power of Attorney.  Flexible legal services seek to maximize those tasks the family can handle to minimize legal fees. 

Problem Solving
Our planning seeks to minimize reliance on the probate court, but in those cases where circumstances arise before the planning is done or updated our team has many years of experience assisting clients with probate court matters. In the event of a dispute or threat of a dispute amongst family members, we offer counsel to seek those solutions that minimize legal fees and limit family strife. We have experience in the creation and administration of Special Needs Trusts and strategies for preserving assets for those facing the prospect of long-term care. We may serve to monitor the activities of those appointed by documents or a probate court to enhance their accountability to the beneficiaries.