Wills, Trusts and Estate Planning

• Preparation of wills, trusts, and other estate planning documents;
• Planning for family business succession, charitable giving, retirement, disability, and creditor protection;
• Representation of personal representatives in probate and trustees in trust administration;
• Advice and counsel to estate and trust beneficiaries.

If you are interested in our Estate Planning Services we invite you to call for an appointment. For your convenience and in an effort to make our time as efficient and cost effective as possible, we suggest that our new estate planning clients complete an estate planning information form in advance of our initial meeting. Our forms are listed below. Please feel free to print the form that is applicable to you, complete it and bring it with you to our initial meeting.

Samek & Rotbert Estate Planning Guide