ESTATE PLANNING & PROBATE

Estate Planning is not a once in a lifetime event. It is something that must grow and evolve with you throughout your lifetime as your situation and dreams change.

Today, many people still think that they can complete their Wills, Trusts, and Powers of Attorney at various life-changing events and consider their “estate plan” finalized. Wrong! To leave the LEGACY you want, you must regularly revisit all relationship, financial and material aspects of your life and work with professionals to plan for the specific legacy you wish for your loved ones.

Dave and Catrina are able to individually tailor LLO services to each client's short and long-term goals, personal preferences, and vision for the future in order to help clients leave the legacy they want through their Estate Plan. With focus on you, eextensive experience and an in-depth working knowledge of applicable tax and other federal and state laws, clients can feel confident in the Estate Plan they create at LLO.

  • Wills & Trusts
  • Powers of Attorney (Durable & Health Care)
  • Living Wills

After a loved one has passed, LLO also assists clients with all aspects of probate. Having extensive experience administering estates and advising executors and trustees, clients can be confident that they will receive skilled representation from Dave in the Probate Court.

  • Probate
  • Will Contests