“You and your loved ones have worked hard your whole life to acquire valuable property. Working through the planning and disposition process can be arduous - let us help you preserve and protect it. ”
Wills & Estates
At our firm, we recognize that the disposition of property—whether through lifetime gifts or end-of-life planning—is as important as its accumulation and protection. We provide thoughtful, discreet guidance to help clients honor their wishes for how their legacy is passed on, understanding that these decisions are deeply personal and often emotionally complex. Our role is to provide clarity, compassion, and confidence throughout the process.
Our transactional services include the preparation of wills and trusts, as well as strategies for avoiding probate, such as survivorship agreements, transfer on death deeds, and Lady Bird deeds. We assist with affidavits of heirship and resolving intestacy issues, and provide comprehensive estate administration. Our team collaborates with your chosen CPA for wealth and tax planning, and we support clients with advanced directives—including powers of attorney, medical directives, and guardianship appointments. We offer guidance on eligibility for Medicaid, Medicare, Social Security, and related benefits.
In contested matters, we represent clients in will contests, disputes involving undue influence, duress, or lack of capacity, and guardianship proceedings. We also serve as court-appointed attorneys and guardians ad litem. Our firm handles conflicts among heirs, including partition actions (by sale or in kind), and litigates cases involving fraud, abuse, neglect, or conversion.