Estate Planning and Administration

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Estate Planning and Administration

We know that safeguarding the future of those you love is of the utmost importance. That’s why there is no better time to establish an estate plan than today. Doing so ensures that no matter what, you and your loved ones are cared and provided for according to your wishes. Since 1972, TATE BYWATER has assisted hundreds of clients in all aspects of estate planning including:

  • Wills & Trusts
  • Advanced Medical Directives
  • Powers of Attorney
  • Care of minor children / guardianship
  • Protection / retitling of assets
  • Designation of executors / beneficiaries
  • Probate disputes

The creation of a flexible, comprehensive estate plan should be a priority, particularly for those who have experienced a significant change in family status including divorce, adoption or remarriage. Our attorneys have decades of experience with creating legally solid estate plans designed to help eliminate excessive taxation, avoid issues or conflicts in probate amongst family members, and clearly distribute your property and assets according to your wishes.

We offer the following Estate Planning packages to fit different needs:

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Our estate planning attorneys will take the time to sit down and discuss your needs and goals on a one-to-one basis. Your phone calls will be returned promptly and your questions answered in a plain language that you can understand. Call today to begin planning what you want your family to be able to accomplish in the future. Our firm will help you design a plan and enact it when the time comes.

Probate and Estate Administration

At TATE BYWATER we help clients organize the estate and work through the related legal issues following the death or disability of a loved one. If you are an executor of an estate, the responsibility for managing your family member’s assets falls squarely on your shoulder.

Though this may be a difficult time, our experienced attorneys can guide you through the estate administration process and protect you from making mistakes.

From the initial steps to ongoing maintenance, our attorneys advise executors, trustees and other fiduciaries in all aspects of wills, trusts and estate administration. No matter how large or small your loved one’s estate, we can help you manage it from the initial steps to ongoing administration and on an annual basis.

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We can assist you with the following:

  • Probate administration
  • Trust administration
  • Will administration
  • Asset inventories and accounting
  • Guardianships and conservatorships
  • Financial and medical powers of attorney
  • Will disputes and fiduciary litigation
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Testimonial

“Great Attorney: I have dealt with many attorneys over the years regarding several complex probate matters. Mr. Fuller is by far the best attorney I have ever retained. He is knowledgeable, professional and extremely competent. I recommend him to anyone in need of estate services.”

– Frank B. (Avvo)