Estate planning is more than just naming who will receive your treasured keepsakes when you pass on to the next life; it is the strategic process of organizing and managing an individual's assets and obligations to ensure their effective transfer and management in the event of incapacitation or death.  It is a comprehensive roadmap that extends beyond simple asset distribution to include medical directives, financial powers of attorney, and guardianship arrangements for dependents.

You spent your life building your assets and preparing for the future, PLĒS is ready to ensure that future is passed cleanly to your heirs and they will avoid the expensive and time-consuming probate process.

We assist with:

• Determining the scope of your estate

• Identifying and naming heirs

• Drafting the necessary documents to execute your wishes

• Compliance with all state laws

• Avoiding probate where possible

• Avoiding undesirable distribution required by intestate succession

• Avoiding unnecessary taxation

Estate administration is the legal process of managing and settling a deceased person's financial affairs, which includes collecting assets, paying debts and taxes, and distributing remaining property to heirs or beneficiaries. This process is typically supervised by the state and occurs in the probate court system.

Incapacity planning is the process of preparing legal documents to authorize trusted individuals to manage your financial and healthcare decisions if you become unable to do so due to illness, injury, or cognitive decline.

Facing your own mortality is never easy, but PLĒS is ready to help you plan for it with compassion and the detached guidance only a fiduciary can provide.