The preparation, review or revision of wills, trusts, and other aspects of succession planning, creating a program that uniquely fits each client’s personal circumstances while lending guidance and support throughout.

The filing and related aspects of administering the provisions of a will or an intestate estate, working with the family executor and the courts to assure the gathering and distribution of assets as smoothly as possible.

The guiding of new trustees through the administration process, trustee’s duties, and court procedures where applicable. Educating, advising, and assisting with tasks as needed – both working with families as well as offering professional fiduciaries experienced and up-to-the-moment legal guidance.

The counseling, document preparation, and court filings and appearances to obtain the assignment of conservatorships for the care of mentally or physically impaired adults unable to care for themselves, and of guardianships for the care of minors.