Estate Planning & Probate

Secure your legacy and protect your loved ones.

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Protecting Assets and Family

A well-planned estate typically uses a combination of the following documents.

  • Help manage and preserve your assets during your lifetime

  • Control the distribution of assets according to your goals upon death

  • Protect you and your family from complications, unnecessary fees, and taxes

  • Provide for incapacity in business or healthcare decisions

  • Reduce the cost and delay of probate for efficient asset transfer

Benefits of Revocable Living Trust

  • Pay out assets immediately after death, avoiding probate delays and expenses

  • Settle bills, sell property, and manage other matters efficiently

  • Maintain complete privacy: Only attorneys and trustees need access

  • Provide for you and your family if you become incapacitated without court intervention

People discussing documents at a table.
Person holding last will and testament document.

Importance of Wills

  • Designates who receives your property upon your death

  • Dictates how debts and taxes are handled

  • Nominates guardians or conservators for minor children

  • Offers a simple but essential plan for young or single adults with material possessions

Powers of Attorney and Health Directives

Without these documents, courts may appoint conservators or guardians to manage finances and healthcare decisions, which can be time-consuming and costly.

  • General Power of Attorney

    Appoint an agent to handle financial affairs if incapacitated

  • Healthcare Power of Attorney

    Designate an agent to make medical decisions if unable

  • Living Will/Advance Directive

    Specify medical preferences in terminal or irreversible conditions

Gavel and pen on Power of Attorney.

Contact Our Estate Planning Team

Protect your family and ensure your wishes are honored. Contact Sternfels & White, PLLC, today to schedule a consultation with our experienced estate planning attorneys.