Trust and Estate Planning

The Trust and Estate Planning group at Evans Fox LLP has significant experience preparing Last Wills and Testaments, Powers of Attorney, Health Care Proxies, Living Wills, Revocable and Irrevocable Trusts.  These documents are informed by and prepared after extensive discussions take place with our clients during our established estate planning process.  Often a basic estate plan is all that is necessary to ensure that our client’s personal and financial affairs are in order and that their loved ones will not be unduly burdened after their passing.  There are, however, many circumstances that can complicate an estate plan, including complex family relationships, unique or illiquid assets, business succession and tax planning concerns.  Our firm provides lifetime trust and estate planning that can address basic and complex needs.

Ready to take control of your future? Get started with our free Estate Planning Questionnaire! Simply provide your name, email address, and phone number, and we’ll send you the tools you need to organize your financial and personal information for your estate planning journey. Whether you’re preparing for a meeting with us or another law firm, our questionnaire will help guide and prepare you for the process. Plus, by signing up, you’ll join our email list and receive monthly videos on important legal topics. You can opt out at any time. Don’t wait – let us help you plan for your family and provide peace of mind.

  • Estate Planning
  • Gift and Asset Preservation Planning
  • Long Term Care and Medicaid Planning
  • Medicaid Applications
  • Preparation of Fiduciary, Gift and Estate Tax Returns
  • Preparation of Wills, Trusts, Powers of Attorney, and Health Care Proxies
  • Trust Accounting Proceedings
  • Will Probate and Estate Administration

Practicing Attorneys