Wills, Trusts & Probate

Estate Planning

No one likes to think about death, let alone plan for it. So we put off doing a Will and other estate planning. Jensen Kokis Erwin makes estate planning easy and affordable.

Estate planning is more than simply having a Will in place. Today’s family relationships can be complex as more and more people form nontraditional relationships. We support you. Our estate planning package includes as many of the following services as are applicable to your personal situation.

Estate Planning Services:

  • Last Will and Testament
  • Trusts [marital, children’s, special needs, disclaimer, chredit shelter, etc.]
  • Durable (Financial) Power of Attorney
  • Health Care Power of Attorney
  • Health Care Directive
  • Community Property Agreement (married couples only)
  • Analysis of your tax situation and referrals to tax specialists and financial planners as necessary

Probate and Estate Administration

Probate is the process of proving a Will is valid in court and carrying out the intent of the Will. When someone dies without a Will, the process is called Estate Administration. In both cases, the Court appoints a Personal Representative to represent the Estate’s interests and transfer the property of the person who has died to those inheriting the property. Going to Court (“going through probate”) is usually required unless the total value of the assets are minimal or when the deceased person’s assets have passed to those inheriting them by other means such as through a trust or beneficiary designation.

Probate services offered:

  • Probate of Wills
  • Estate Administration
  • Small Estates Assistance (assets under $100,000)
  • Assistance with probate questions and disputes

Collaborative Law

In the unfortunate event that you are involved in a probate dispute, please see our Collaborative Law page. Collaborative Law is an effective, cost saving and stress reducing process for resolve disputes with the least court interaction as possible.