Our experienced, sensitive and competent lawyers will guide you completely through the process of handling the important decisions affecting the planning, execution and transfer of assets so as to ensure your intentions or the intentions of your loved ones are fulfilled.

The process of wealth transfer (Probate/Trust creation and management)

The creation and fulfillment of your intent — or your loved one’s intent — is important. The process of creating and ensuring that a Trust, Will or other measure of intended to transfer wealth is done properly and with as little confusion as possible is what we do. Working closely with trustees and personal representatives we simplify and explain what must be done to protect and guard your important property rights. It is our task to guide you, every step of the way, so that the process is streamlined, creditors and tax obligations satisfied, with the goal that proper and timely distribution is made to the right people. Questions on what to go or how to proceed? Call us — we have answers that can help.

The Estate process can include:

• Determining whether it makes sense or not to open an estate
• Opening the estate (with or without a Will)
• Developing the best strategy for fairly and expeditiously processing the estate
• Finding and collecting assets
• Processing the deceased’s account (bank, stock, savings) into an estate account
• Valuing, managing, preserving and/or liquidating the Estate

The Trust process and the Will process can include:

• Determining who the intended beneficiaries are
• Whether any of the intended beneficiaries have special needs to consider
• Who you believe the is best to handle your affairs in the event of you incapacity or death
• Creating and revising (as needed) the appropriate documents to give effect to your wishes

Probate disputes

Even in apparently straightforward estate cases, there are sometimes disputes between beneficiaries. Our attorneys’ professional courtroom presence can calm the emotionally-charged process of probating a challenged will or disputed executor or judicial decision. When it is in the best interests of our client to preserve cordial familial relationships, our attorneys are adept at mediating these disputes. When necessary, we assertively defend our client’s beneficiary rights.