Planning for the future is one of the most thoughtful gifts you can give to your loved ones, and we’re here to help you make that plan clear, effective, and comprehensive. Planning for the future doesn't just mean when you are gone, planning also involves thinking about who will be able to make decisions for you in the event of incapacity.
Trusts can also be an important part of your estate plan, offering flexibility and control over how your assets are distributed. Whether you’re setting up a family trust, planning for a loved one with special needs, or managing charitable giving, we’ll help you structure your trusts to align with your goals.
We also assist with adult guardianship and trusteeship matters, helping you navigate situations where a loved one is unable to manage their own financial or personal decisions and they do not have an enduring power of attorney or personal directive. Our team provides guidance through the legal processes required to establish guardianship or trusteeship, ensuring that the interests of the Represented Adult are safeguarded.
Whether you’re just beginning to think about estate planning, managing the estate of a loved one, or addressing complex trusteeship or guardianship needs, we’ll walk you through every step. We offer insights that make the process easier, reducing stress and helping you make informed decisions. Let us help you create a plan that provides security for your family and brings you peace of mind, knowing your legacy and the well-being of your loved ones are protected.
Preparation of Wills, Power of Attorney, and Personal Directives
Estate Planning including complex business and farm planning
Filing for Grants of Probate or Administration
All Aspects of Estate Administration including:
Beneficiary Communications
Liquidation of Assets including Bank and Investment Account Closure and Sale of Property
Distribution
Passing of Accounts
