Estate Planning

Careful estate planning can ensure that your wishes with regard to your assets are carried out upon your death. Such planning also can simplify the probate process for those family members who will be tasked with handling your affairs.

At Jennifer Schandel Bergert Law, we handle all details of your estate, carefully documenting your wishes, and in some cases allowing many of your assets to bypass the probate process. Our experts work with you to identify your priorities and create a will or trust that provides a road map for your loved ones and a smooth process when you are gone.

Estate planning can be tedious, but it is crucial if you have assets you wish to control. Our services are customized to each client and are available individually or as a package.

• Wills – We craft your will according to your wishes for distribution of assets, from bank accounts to personal property, as well as control for a minor’s inheritance. You may also name an executor.
• Trusts – Revocable or irrevocable, trusts allow you to protect key assets from creditors and taxes, passing your property directly to a named beneficiary.
• Powers of attorney – Gain peace of mind in the handling of your affairs by naming a trusted family member to make financial and/or health care decisions in the event you are unable to do so.
• Probate and trust administration – We will represent your loved one in probate court, assuring that all estate planning documents are filed and all requirements are met to expedite the probate process after your loved one passes away.