Estates & Trusts

Estate Planning

​

Our lawyers design estate plans and create the necessary documents to help our clients meet their planning goals. Our services include:

• Last wills and testaments

• Irrevocable and revocable trusts

• Advance healthcare directives

• Power of attorney documents

Estate Administration

​

We counsel fiduciaries appointed as personal representatives and trustees through the process of probate and trust administration. Our services include:

• Probate: We handle all required pleadings and forms filed with the probate court. We also assist with collecting and appraising assets, complying with tax filings, and distributing assets to beneficiaries.

• Trust Administration: We assist trustees with all aspects of trust administration, including providing notice to beneficiaries, preparing any required accountings, and distributing trust assets according to the trust agreement.

​

Estate Disputes

​

We bring our considerable trial experience to conflicts surrounding individual and family estates. We have represented clients in: 

• Will and trust contests, including matters that involve lack of capacity and undue influence

• Fiduciary disputes, including breach of fiduciary duty and removal of personal representatives or trustees

• Disputes regarding non-probate assets, such as beneficiary designations for life insurance, retirement accounts, and joint accounts

​

Kaitlin Corey | Partner