Estate Planning

We assist clients with basic and complex estate planning issues, such as asset protection, MaineCare/Medicaid, estate tax, and business succession.  This involves preparation of estate planning documents, including:

  • Wills
  • Trusts
  • Durable Financial Powers of Attorney
  • Health Care Directives, Powers of Attorney and Living Wills

 

Probate

Probate is the process of administering estates of those who have passed away, with or without wills, including appointment of a personal representative for the estate, the collection and management of estate funds and property, the payment of estate expenses and the proper distribution of the estate to the appropriate heirs and devisees. 

Trust Administration

We provide assistance to trusts, providing guidance to trustees on their legal and fiduciary obligations.  We also serve as trustees.