An estate plan, such as a will or trust, includes a set of legal documents in which you give what you want to the people you want in the way that you want. It should reflect your values. It should give you complete control over your financial and personal affairs and provide an orderly plan to help ensure the financial, emotional and physical well-being of you, your spouse and the people you love.
After the emotionally devastating loss of a loved one, many families find themselves needing to administer their loved one’s trust or, if the family member did not have an estate plan, needing to open a probate at court. We are here to help you compassionately and efficiently, so that you and your family can focus on what is most important: coming to terms with your loss and moving on with your lives.
A conservatorship and a guardianship both are legal proceedings in which a court appoints someone to manage the affairs of an individual who is unable to manage their own. A conservator manages a person’s finances, and a guardian manages a person’s legal and health care decisions. The protected person could be a minor child or an adult who is incapacitated.
