Plattsburgh, New York

Trusts, Probate, & Estate Planning

Our attorneys will help you design a plan for continued management of your personal, family and financial concerns, if you become unable or unavailable to do so yourself. Most people have three goals in mind as they develop their estate plans: (1) to appoint trusted people to manage their affairs; (2) to ensure that their property passes to people or institutions that are important to them; and (3) to keep costs and taxes to a minimum.

Our planning services include:

If you already have estate planning documents, we will review them and may recommend adjustments, complete overhaul, or no changes at all, depending on your current circumstances and applicable changes in the law. For example, if your will appoints a guardian for your minor children, we will discuss whether the appointed person is still available and appropriate to serve now.

We may suggest trust amendments to take advantage of changes in tax laws.

Estate Administration and Probate

We handle all matters related to estate or probate administration.  Our firm will prepare a strategic roadmap in order to address all of the details necessary to move through the probate process as efficiently as possible.

Our lawyers will address details necessary to settle the estate of your loved one. We will:

Attorneys with this specialty

Bill OwensBrendan OwensHeather Deare West

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All you need to do is call and give us a little information about your situation, and we can help you determine your next steps.