PRACTICE AREAS

Estate Planning - Wills and Trusts

Estate planning can be confusing, with significant and long-term consequences. The attorneys at Bailey Johnson take the time to fully explain each document so that every client feels confident that their goals are met.  We assist clients in the preparation of wills and revocable and irrevocable trusts in order to transfer property during life and at death.  We also prepare living wills, health care proxies, and Powers of Attorney to assist our clients in the event of illness or incapacity.  

Estate planning requires attention to changes in life circumstances.  These changes can impact your goals and may require revisions to wills, trusts, health care proxies, and Powers of Attorney.  Changes which can effect your estate plan include:

  • Marriage;
  • Divorce;
  • Birth or adoption of a child;
  • Death of a child or spouse;
  • Medical issues or incapacity of a beneficiary;
  • Financial irresponsibility or a beneficiary;
  • Substantial increase in assets;
  • Acquired property; and
  • Change in the health or capacity of a spouse.

We also guide our clients through the probate administration process.  Our attorneys advise executors and trustees as to their fiduciary obligations and provide assistance and representation to aid them in fulfilling those obligations.  Our services include:

  • Probate, and all related Surrogate’s Court procedures, including obtaining Letters Testamentary;
  • Administration of an estate  without a Last Will and Testament, including obtaining Letters of Administration;
  • Comprehensive estate management, including filing all required Court papers, estate accountings, disbursement of estate proceeds to heirs, and final resolution of outstanding debts of the decedent;
  • Trust Administration for Decedent’s passing away after having created or funded a Trust;
  • Estate and Trust litigation; and
  • Representation of a beneficiary in a Will contest or a challenge to a Trust provision, including advocating for the beneficiary’s law rights and inheritance