01
Last Will and Testament
Identify who receives property, who administers the estate, and how your wishes should be carried out.
Estate planning & probate
Straightforward planning for individuals and families.
A secondary private-client practice focused on foundational documents and appropriate uncontested probate—not an open-ended promise to handle every elder-law, tax, trust, or contested-estate issue.
Core documents
Put authority and wishes in place before they are needed
Each engagement begins directly with the prospective private client, after conflict review. A facility or provider relationship does not automatically make the resident, patient, or family a client of the Firm.
02
Durable Power of Attorney
Authorize a trusted person to handle appropriate financial and legal matters when needed.
03
Designation of Healthcare Surrogate
Name the person you want to make healthcare decisions if you cannot make them yourself.
04
Living Will
Put end-of-life and life-prolonging-procedure wishes in writing before a crisis arises.
Probate
Appropriate uncontested estate administration
The Firm evaluates uncontested summary administration and appropriate uncontested formal administration matters. The procedure and scope depend on the estate, assets, interested persons, deadlines, and available documents.
Contested estates, will contests, complex tax matters, Medicaid eligibility planning, qualified-income trusts, special-needs trusts tied to public benefits, and other specialist matters are not included in the standard private-client lane.
General inquiry
Ask about estate planning or uncontested probate
Provide only the names needed for conflict screening and the general type of matter. Do not send wills, financial records, health information, or other confidential documents unless the Firm requests them through an appropriate process.