Thoughtful planning. Careful administration.
Our estate practice includes estate planning and administration, wills, trusts, powers of attorney, and living wills. Jim takes time to understand your wishes and explain the documents and decisions involved.
What we can discuss
Estate planning
Discuss the people you want to provide for, the property you own, and the wishes you want your plan to reflect.
Wills & trusts
Get help preparing or reviewing wills and trusts and discussing which documents fit your circumstances.
Powers of attorney
Ask about documents for financial affairs and health care decision-making.
Living wills
Discuss how to document your wishes concerning medical care.
Estate administration
Get guidance with the responsibilities, paperwork, and questions involved in handling an estate.
Estate planning and administration close to home
Planning documents should reflect your family, property, and wishes. When a loved one dies, estate administration can also involve unfamiliar responsibilities and paperwork. Jim helps clients understand what needs attention and what questions to ask next.