Estate planning generally deals with the creation of one or more written instruments to allow for the disposition of property at the death of a person. Usually, this can be accomplished by the use of a will or a revocable living trust. We listen carefully to our clients to ensure that their wishes at death are properly documented. We know that one size does not fit all when it comes to estate planning and that is why we have the flexibility to tailor an estate plan to you whether it includes a will, revocable living trust or an irrevocable trust.
Probate is the process of passing property from a deceased to the heirs or beneficiaries as named in his/her Will or Trust. The probate process is commenced by filing a petition for probate in the county court of where the deceased was residing at the time of death. A personal representative is then appointed to handle the affairs of the estate, including gathering all assets, determining and paying all lawful debts of the deceased, and then transferring the deceased's assets to his/her heirs or named beneficiaries. Some people wish to avoid this process that is supervised by our court system and instead prefer to transfer property through a trust. We can discuss with you the different methods that are available to accomplish your testamentary needs and desires.