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Estate Planning and Probate Administration

Estate planning is one of the most proactive measures one can take to secure the protection of ones legacy. It is the key to the longevity of your financial well being. Estate planning is also a sensitive issue filled with complexities that can often times lead to frustration and unnecessary expense. This is why having a trusted advisor to share and implement your personal wishes is so very important. At the Jordan Legal Group, we listen to our clients wishes and counsel them on the most simplified techniques and strategies to accomplish tax-efficient wealth transfer consistent with their goals and values. Although our goal is to keep clients out of probate court, we are  experienced in various aspects of probate including sudden death intestacy, disputes among beneficiaries, the sale of probate real estate, and all other matters that may arise during probate or trust administration. We are called upon to handle:

  • Asset Protection Planning
  • Deed Preparation
  • Elder Law
  • Estate Planning
  • Healthcare Directives
  • Inventory Lists
  • Last Will and Testaments
  • Legacy Letters
  • Power of Attorney
  • Revocable/Irrevocable Trusts
  • Trust and Estate Administration
  • Trust and Estate Litigation

Download a complimentary Estate Planning Assessment and learn more about our Estate Planning Packages for individuals and couples.