Wills, Estate and Incapacity Planning and Estate Administration

We approach estate planning and wills with sensitivity and good practical advice. We believe that estate planning is more about people than property and that a good estate plan successfully blends wealth preservation with appropriate measures to care for the loved ones we leave behind.

Our wills and estate planning services include:

→  Wills and Trusts (including Family, Alter Ego and Disability Trusts)

→  Representation Agreements, Living Wills and Advance Directives

→  Powers of Attorney and Committeeships

→  Planned giving instruments and agreements to facilitate charitable giving

→  Risk Management and Asset Protection strategies and implementing ownership changes to minimize taxes and probate fees

→  Providing advice for caregivers and trustees of incapable adults

→  Establishing Private Foundations

Estate Administration

Dealing with the loss of a family member or friend is painful and complicated. Our experienced lawyers and legal assistants help our clients through all of the steps of probate and estate administration from will reviews and initial advice through the complexities of probate, gathering and liquidating estate assets, and the ultimate accounting and distribution of assets to beneficiaries.

Our estate administration services include:

→  General advising with respect to the administration of estates

→  Assisting executors / personal representatives in locating and verifying assets and liabilities

→  Preparing all documents required to obtain a grant of probate

→  Applying for a grant of probate and, where necessary, attending to court applications

→  Transmission of assets to personal representatives

→  Transferring assets to beneficiaries

→  Passing of accounts

→  Resolving estate claims and disputes among beneficiaries

Talk to us about how we can help you achieve peace of mind with our wills and estate planning and administration services