How we can serve you!

Estate Planning

Estate Planning packages include a Will, Enduring Power of Attorney and Personal Directive.  My fees include an initial meeting of one hour to receive instructions from the client, preparation of documents followed by an email or phone call to the client to review and approve the documents, and once approved by the client, include a final meeting to review and sign the documents. 

Trusts Creation and Management

Family/Business

Trusts are a way to help with your long-term estate, tax, and other financial-planning goals. We’ll guide you through the process of creating a plan that protects your interests now and guards against potential future issues.

We will meet with you at the beginning to make sure we fully understand your needs and give you a fee range. A refined, streamlined process allows us to be efficient—and cost-effective—so we can focus our attention where it’s needed most.

We have a long, successful history of representing families, business owners, clients with multiple investments, and other mid- to high-net-worth individuals.

Probate / Administration Applications

Seeing to the preparation of the application for probate (with Will) or the application for administration (without Will) for filing at the Court of King’s Bench (Surrogate Matters).  Packages include telephone calls and meetings with the client to review the process, receive instructions, review the executor/administrator duties, and sign the Court application. 

Executor and Trustee Support

Managing an estate is time consuming and can be very overwhelming in addition to grieving a loss. Our staff provide dedicated support to ensure that you have support every step of the way from obtaining the initial asset information, to administering the estate, financial statements and distribution schedules.

Business/ Corporate

Startup support, Established entities and Corporate Transactions. Including initial incorporations, share agreements, annual maintenance and minute book management, employment and lease agreements, to share and asset purchase and sale transaction transactions. We serve your personalized needs.