Estate Planning & Probate

Our firm offers comprehensive estate planning and probate services designed to protect your assets, honor your intentions, and provide peace of mind for you and your loved ones. Whether you are preparing for the future, managing a loved one’s estate, or navigating complex legal issues after a loss, we provide clear guidance and reliable legal support at every step.

Thoughtful and Strategic Estate Planning

We work closely with individuals and families to develop customized estate plans that reflect their unique circumstances, values, and long-term goals. Our estate planning services include the preparation of:

• Wills and testamentary trusts

• Revocable and irrevocable living trusts

• Powers of attorney for financial and healthcare decisions

• Advance healthcare directives (living wills)

• Guardianship designations for minor children

• Estate tax mitigation strategies

• Special needs trusts and charitable giving structures

By proactively addressing the distribution of assets, incapacity planning, and tax exposure, we help clients avoid unnecessary complications, reduce costs, and ensure that their wishes are carried out with clarity and legal effect.

Probate and Estate Administration

When a loved one passes, we assist surviving family members with the legal and administrative responsibilities involved in settling the estate. Our probate and estate administration services include:

• Filing petitions with the Surrogate’s Court

• Representing executors, administrators, trustees, and beneficiaries

• Gathering and valuing assets

• Resolving creditor claims and paying debts

• Addressing disputes and will contests

• Distributing assets according to the will or intestacy laws

We guide clients through both formal probate proceedings and trust administration, minimizing delays and ensuring compliance with all legal requirements. In contested matters, we also provide experienced advocacy to protect our clients' rights and resolve disputes efficiently.

Trust and Estate Disputes

Disagreements can arise even among family members. We represent clients in trust and estate litigation involving claims of undue influence, breach of fiduciary duty, lack of capacity, and improper administration. With a balanced approach focused on protecting both legal and relational interests, we pursue favorable outcomes through negotiation, mediation, or court proceedings when necessary.

Planning with Compassion and Clarity

Estate planning and probate matters are deeply personal and often emotionally complex. Our firm approaches each client with sensitivity, discretion, and a commitment to delivering clear and effective legal solutions. Whether you are planning for your future or administering the estate of a loved one, we provide the knowledge, experience, and attention your matter deserves.

📞 Call us today at 201-904-1020