Estate Planning

An effective estate plan ensures you have a say in your financial and medical future. At Shiells & Hammer we work with clients to prepare and properly implement comprehensive plans which typically include Living Trusts, Wills, Powers of Attorney, and Advance Health Care Directives. Together these documents protect you, your assets, and your loved ones while ensuring your financial and medical wishes are carried out in the event of incapacity or death.

At our office, the process of crafting a customized estate plan begins with a no-obligation planning meeting. At this meeting, we meticulously review your estate, your wishes, and your planning options. For most clients, we can then provide a fixed fee quote so that you know exactly how much it will cost to prepare your personal estate plan.

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Successor Trustees and Trust Administration