Handling a distribution from a client’s estate to a charitable organization.
Ensuring the specified ongoing care for a dependent adult.
Seeing through client wishes in the case of wills, trusts, life insurance, shareholder agreements and other areas of an estate.
Consulting in all matters of a client’s estate, including wills, trusts, shareholder agreements and life insurance to ensure clients meet their needs and objectives.
Planning for a smooth transition of a client’s family’s business.
Handling the assignment and distribution of insurance benefits.
Reviewing and advising on all matters related to pensions.
Consulting on the creation of a personal directive and providing counsel to ensure client wishes are followed.
Consulting on the assignment of a power of attorney, and representing clients if granted a power of attorney.
Consulting on the assignment of a public trustee, and representing clients in all public trustee matters.
Consulting on the assignment of trustees and guardians, and representing clients in all matters.
Reviewing and advising in all matters related to client trusts.
Advising on the creation of a will, and providing probate services.
We earn our clients' confidence by
providing the personalized service they
deserve, and have come to expect.