Legal Services
Questions?
Have specific questions about what we do? Need more information?
Estate Planning
We recognize that estate planning is deeply personal—it encompasses your family, your assets, your personal beliefs and philosophies, and the people you trust. We can help you with:
Estate and gift planning
Wills
Trusts
Powers of Attorney
Advanced Health Directives
Prenuptial and Postnuptial Agreements
Cohabitation Agreements
Charitable Planning
Business Succession Planning
We provide practical solutions and enjoy working with your other personal advisors to make sure that your planning needs are fully met. We know that estate planning can be complicated and can make clients feel anxious, but we are here to make it enjoyable, easy and accessible.
Probate & Trust Administration
It’s hard to know where to start when a loved one passes away. We focus on probate and trust administration here and will guide you through the process from start to finish, helping as much or as little as you need. We can help you with the following:
Probate Services for Executors and Beneficiaries
Trust Administration for Trustees and Beneficiaries
Small Estate Affidavits
Settlement of Estates Without Probate
Drafting of Non-Judicial Agreements
Consultation about the Process
We bring a common sense approach to the probate process. Before we begin, we’ll make sure it’s necessary to open a probate. If it is, we will work with you, step by step, to make sure that all the legal obligations are met in an efficient way that minimizes conflict. Often probates involve much more than the transfer of assets; they involve family relationships. We are dedicated to doing everything we can to preserve those relationships.
Business Formation & Maintenance
We are happy to help clients establish new businesses and then ensure they remain legally compliant into the future. We work with clients through the formation process, assist with transfers of real estate to business entities, advise re: estate planning and probate issues related to businesses, and handle annual maintenance matters. We provide legal counsel in the following areas:
Structuring and Forming New Businesses
Legal Compliance (including drafting annual minutes and renewals)
Real estate transfers