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Estate Planning

Estate planning is an important component to you and your family’s financial well-being, one that can maximize your influence over your future. We want to help make this potentially confusing and frustrating process as simple as possible.

BAJB is committed to understanding your needs, concerns and issues with estate planning matters. We will find the process and tools that will be most comfortable to you and best meet your estate planning goals. With our expertise and assistance, you will have a personalized estate plan that provides for your loved ones.



Services

  • Preparation of estate planning documents, including wills, trusts, and powers of attorney
  • Representation in will contests
  • Representation during probate

Steps on Getting Started

  1. Make an appointment so we can learn more about you, your family, and your particular situation, and you can learn more about the best ways to meet your unique needs and goals.
  2. Think about what you own, to whom you want to leave your assets, and to whom you want to assign responsibilities such as your executor and trustee.
  3. If you would like to get started on the process before your appointment, review the forms by clicking on the links below (requires Adobe Reader), and begin gathering information: 1) major assets and debts with their approximate values; 2) family members with phone numbers and addresses; and 3) documentation on any businesses you own, trusts that you are a beneficiary of, or any other documents that might impose requirements to assigning your assets.

Contact us

Forms

Estate Planning Professionals

Practice Areas