Probate and Estate

When it comes to estate planning, we will work closely with clients to determine what estate planning tools are best suited to meet the individual client's needs and goals. We can prepare your Will, Living Will / Health Care Proxy, Power of Attorney or Trust. We have been effective in saving thousands of tax dollars and protecting assets through the use of trusts, gifts and creative tax planning devices.

For smaller estates, we strive to find simple, cost-effective ways to simplify estate planning so as to avoid the time and expense of probate, such as life estate (“LadyBird”) deeds.

The Gefen Law Firm also assists clients with the administration of probate proceedings to conclude financial and property matters of a deceased family member, particularly where real property is involved. Probate is the legal process by which a person’s debts are paid and assets are distributed upon her or his death. Estate Administration includes the probate process as well as non-probate transfers of the deceased’s assets. The death of a family member is emotionally and financially trying. We prepare all court documents, attend court appearances, assist in collecting assets, pay financial expenses, and complete final distribution to beneficiaries. We are committed to providing outstanding legal services with responsive attention to our client's needs, while working to attain each client's goal.