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Trust & Estate Planning

Make Sure Your Legacy Will Impact the Ones You Care for Most

You have spent your time building a successful business and investing wisely. Make sure your estate plan protects what you have built for the ones you love. Our estate planning attorneys will take the time to listen to what your individual needs are and how you want your estate to be distributed and can prepare trusts, wills, powers of attorney, and transfer documents needed.

Estate Planning Package

Estate Planning Package

When you’re ready, talk to us about planning end-of-life decisions. Our estate planning package includes a customized set of documents that will provide clarity to your loved ones when the time comes, including:

  • Last will & testament
  • Revocable living trust
  • Advance healthcare directive (living will)
  • Durable power of attorney
  • Healthcare power of attorney
  • Custom documents, designations, & assignments
  • Support funding your trust with critical assets
Special Needs Trust Attorneys

Special Needs Trust Attorneys

Have a loved one with special needs that is receiving means-tested government benefits like Social Security or Medicaid? Our office is one of the few in the state offering Special Needs Trust services to allow you to provide for your loved ones without having to worry about affecting their ability to thrive.

*Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

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