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Services

Estate Planning & Probate

Comprehensive Estate Planning

S.L. Parent P.C. offers a comprehensive range of estate planning services designed to help individuals and families make important decisions about their future, protect their assets, and ensure your wishes are honored. We specialize in various aspects of estate planning and are committed to providing personalized solutions tailored to your unique needs and goals.

Revocable (Living) Trust

One of the key services we offer is the establishment of revocable trusts. A revocable trust, also known as a living trust, allows you to maintain control over your assets while you're alive and designate beneficiaries who will receive those assets upon your passing. This type of trust provides flexibility as it can be modified or revoked during your lifetime, and it helps to avoid probate, ensuring a more efficient and private transfer of your assets.

Irrevocable Trusts

 

Unlike revocable trusts, irrevocable trusts cannot be altered or revoked once established, which can offer certain tax advantages and asset protection benefits. We work closely with our clients to determine the most appropriate type of irrevocable trust for their specific circumstances, such as a charitable trust, special needs trust, or asset protection trust.

Powers of Attorney

 

Powers of attorney are essential documents in estate planning, and we guide our clients through the process of establishing both financial powers of attorney and healthcare powers of attorney. A financial power of attorney authorizes a trusted individual, known as the agent or attorney-in-fact, to make financial decisions on your behalf if you become incapacitated. Similarly, a healthcare power of attorney designates someone to make medical decisions when you are unable to do so, ensuring your medical preferences and wishes are honored.

Wills play a fundamental role in estate planning, and our firm assists clients in drafting comprehensive and legally binding wills. A will allows you to specify how you want your assets distributed after your passing, name guardians for minor children, and appoint an executor to manage the administration of your estate. We will work closely with you to ensure your will accurately reflects your intentions and addresses any unique considerations you may have.

We also offer succession planning services. Whether you own a business or have significant assets, we assist you in developing a succession plan to facilitate the smooth transfer of your business and wealth to future generations or chosen beneficiaries. We create strategies that minimize tax liabilities, address management transitions, and preserve the legacy of your hard work.

Probate and Estate Administration

S.L. Parent PC specializes in providing comprehensive probate and estate administration services designed to help you navigate the complexities of estate matters with utmost confidence and peace of mind. We are dedicated to assisting you every step of the way, ensuring that the transition of assets happens smoothly and in accordance with the law.

Services Offered:


Initial Consultation: At our first meeting, we assess your unique needs and circumstances to tailor our services accordingly.


Document Preparation: We take on the responsibility of drafting and filing all requisite legal documents, including wills, trusts, and probate documents.


Asset Valuation: We ensure that all assets are properly identified and valued.

Legal Representation: We represent you in probate court, addressing any challenges or disputes that may arise.

Estate Settlement: We facilitate the distribution of assets to beneficiaries as stipulated in the will or as dictated by the law, in the absence of a will.

Closing the Estate: Finally, we ensure that all estate liabilities are settled, and the estate is properly closed.

Request a Consultation

We understand that there is no "one-size-fits all" estate plan . Each family has its own dynamic and unique sets of circumstances which determine how your estate plan is structured. Request a free consultation today and we will review your situation to determine how to structure your estate plan to fit your family's needs. 

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