Estate Planning & Administration

We aim to serve clients and families throughout the various stages of life. We offer a broad range of services within the realm of estate planning and administration that can address your specific needs and help preserve your legacy. 

Wills and Related Documents

Without a well-drafted will, state law governs who shall inherit your estate and in what proportions. Wills offer you the opportunity to control the destiny of your assets and guide your loved ones through difficult decision-making. Additional documents including a Healthcare Proxy, Living Will, and Power of Attorney, protect you and your loved ones by informing them of your preferences regarding important medical directives and sharing your specific personal wishes.  

 Trusts

Trusts can serve as a useful mechanism for managing your assets both during and after your life. Trusts can help you manage property during your lifetime, distribute property after passing, account for the needs of minors and other family members requiring unique support, and organize charitable gifts. We can help you form your living trusts, revocable trusts, irrevocable trusts, supplemental needs trusts, animal companion trusts, and charitable remainder trusts.

Estate and Probate Administration 

When families have lost a loved one without any estate planning documents to guide their administrative journey, or when loved ones have been named executors of estates in a will, individuals must navigate the often confusing and laborious process of probate administration. We help executors and families navigate the probate administration and fulfill the wishes of your loved one in accordance with the laws of New York, New Jersey or Connecticut.