Estate Planning & Probate

Securing Your Legacy and Peace of Mind

Estate planning and probate can be intricate processes, but they are crucial for securing your legacy and ensuring your loved ones are taken care of according to your wishes. At Lundy Law Firm, we are dedicated to providing comprehensive estate planning and probate services that cater to the unique needs of each client. Whether you're looking to draft a will, establish a trust, or navigate the probate process, our experienced team is here to guide you every step of the way.

Our Estate Planning Services

Estate planning is more than just writing a will; it's about ensuring that your assets are protected and your loved ones are provided for in the best possible way. Our services include:

• Wills: Drafting and updating wills to reflect your current wishes and circumstances.

• Trusts: Establishing various types of trusts to manage your assets, protect your estate, and potentially reduce estate taxes.

• Powers of Attorney: Appointing trusted individuals to manage your affairs should you become unable to do so.

• Advanced Health Care Directives: Ensuring your healthcare preferences are honored in the event you cannot express them yourself.

• Estate Tax Planning: Strategizing to minimize the impact of state and federal estate taxes.

Navigating the Probate Process

Probate can be a complex and time-consuming process, but it's an essential step in administering an estate after someone passes away. Our probate services are designed to alleviate the burden on executors and beneficiaries by:

• Validating the Will: Ensuring the deceased's will is legally valid and represents their final wishes.

• Asset Inventory: Compiling a comprehensive inventory of the deceased's assets and liabilities.

• Debt Settlement: Addressing outstanding debts and taxes from the estate.

• Asset Distribution: Distributing the remaining assets to the beneficiaries as outlined in the will or according to state laws if there's no will.

Why Choose Lundy Law Firm?

Choosing Lundy Law Firm means partnering with a team that values your peace of mind and the well-being of your loved ones. Our attorneys are not only well-versed in estate planning and probate law but also understand the emotional complexities involved. We pride ourselves on providing empathetic, personalized service to make these processes as smooth and stress-free as possible.

Steps in Estate Planning and Probate

Estate Planning

1. Initial Consultation: Discussing your goals, assets, and family situation to tailor an estate plan that fits your needs.

2. Drafting Documents: Creating the necessary legal documents that constitute your estate plan.

3. Review and Revise: Reviewing the documents together to ensure they accurately represent your wishes, making any necessary adjustments.

4. Execution: Legally executing the documents, often requiring notarization and witnesses.

​Probate

1. Filing the Will: Submitting the will to the probate court to initiate the process.

2. Appointing an Executor: Officially appointing the executor named in the will or an administrator if there's no will.

3. Notifying Creditors and Beneficiaries: Informing all relevant parties about the probate process.

4. Paying Debts and Taxes: Settling the estate's debts, claims, and taxes from estate assets.

5. Distributing Assets: Transferring the remaining assets to the rightful beneficiaries.