Estate planning is a set of instructions that will be read when the person who wrote them cannot explain what they meant. Precision and clarity matter more here than in almost any other document.
We prepare planning documents that reflect actual intentions, and we administer estates for the people left to carry them out.
Matters handled in this area
- Wills and testamentary documents
- Trust creation and administration
- Lasting and durable powers of attorney
- Advance directives and healthcare instructions
- Probate and estate administration
- Succession planning for family-held businesses
How the work proceeds
- 01
Instructions
A confidential discussion establishes your circumstances, your intentions and the people affected by them.
- 02
Drafting
Documents are drafted, explained clause by clause and revised until they say precisely what you intend.
- 03
Execution and review
We supervise valid execution and recommend review when circumstances change.
Common questions
- How often should planning documents be reviewed?
- Review is prudent after a marriage, separation, birth, death, business sale, or a significant change in assets or residence.
- Can you assist an executor who has already been appointed?
- Yes. Estate administration support, including the application and the accounting, can be provided to an appointed executor.