Sound planning and protection for the future

Planning for the future security of your family and your assets can be confusing, overwhelming, and unpleasant. But you can protect your loved ones from having to get your affairs in order by planning for your estate now. We are committed to helping you through this process by explaining all your options from executing a simple will to establishing a complex trust. At Wharton O'Brien, you will also be provided with all the necessary documents to carry out your final wishes. We can help you with any of the following:

  • Last Will and Testament
  • Revocable Living Trust
  • Irrevocable Trust
  • Power of Attorney
  • Advance Health-Care Directive (or Living Will)
  • Formal Probate Processes
  • Informal Probate Processes
  • Estates Without a Will (Intestacy)
  • Guardianships and Conservatorships
  • Trust Amendments and Restatements
  • Codicils
  • Asset Transfers