Estate Planning

Estate Planning

There are many things to consider when putting an estate plan into place. Filling out on-line forms can do more damage than good when it comes time to distribute your estate upon your passing.

Jessalyn is an experienced estate planning attorney who can help to make sure your affairs are in proper order pertaining to your wishes.

Our Estate Planning services include:

  • Last Wills
  • Testamentary trusts and revocable living trusts (inter vivos trusts)
  • Irrevocable trusts
  • Life insurance trust planning
  • Business succession and transfer planning
  • Financial and medical powers of attorney
  • Living wills (advanced medical directives)
  • Guardianships and conservatorships

Our Estate/Trust Administration services include:

  • Trust and estate litigation
  • Advising personal representatives/executors and trustees and keeping beneficiaries informed
  • Inventory, appraisal, and distribution of estate or trust assets
  • Closing accounts and payment of debts
  • Preparation and filing of state and federal death tax returns
  • Business succession transfers and transferring titles