Estate Planning and Probate

From wills and trusts to power of attorney to special needs trusts, we can help make these necessary steps of the aging process smooth and comfortable for you and your loved ones. We provide estate planning and probate services to people of all ages and all situations, including: young families, retired people, parents of disabled children with special needs, elderly people, adults with disabilities, owners of farms and businesses, and people with substantial estates.

Specializing in estate planning and probate in Maine, we offer the following services:

Wills & Trusts

We prepare Wills and Trusts for our clients, to help them:

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  • Ensure that, at death, individuals of their choosing receive the estate
  • Appoint a suitable person to be in charge of the estate (the “personal representative” or “executor”)
  • Provide for the needs of spouses, partners and children
  • Appoint a suitable guardian for a minor or disabled child or family member
  • Ensure proper management of a child’s or disabled person’s inheritance through the appointment of a trustee
  • Minimize estate, gift, and income taxes
  • Preserve the estate against nursing home and long term care expenses
  • Ensure that a disabled family member is able to enjoy an inheritance while maintaining public benefits such as MaineCare (Maine Medicaid) and SSI, through the establishment of a Special Needs Trust:
    • Advise clients regarding appropriate beneficiary designation on retirement plans and life insurance
    • Ensure efficient and orderly administration of the estate, including, if appropriate, avoiding probate.

Learn more about our will and trust services by contacting us today.

Durable Powers of Attorney, Advance Health Care Directives and Living Wills

We help our clients:

  • Appoint a trusted person to make financial and health care decisions in the event of incapacity
  • Ensure appropriate end-of-life decisions
  • Give instructions for organ donation and for funeral, burial or cremation

Learn more about our power of attorney services by contacting us today.

Probate and Trust Administration

Following the death of a family member, we help clients:

  • Prepare and file papers with the probate court to get a personal representative (executor) appointed
  • Advise and assist the personal representative in administering the estate, including paying debts, selling property and distributing the estate
  • Advise and assist trustees in the administration of a trust
  • Represent people with respect to will contests and other estate disputes; or serve as mediator.

Learn more about our probate and trust services by contacting us today.

Special Needs Trusts

  • We work directly with clients as well as with personal injury attorneys and divorce attorneys to help their clients protect funds received as the result of a law suit or inheritance while maintaining SSI, MaineCare (Maine Medicaid) and other public benefits
  • We help parents ensure that disabled children, disabled spouses or other disabled family members will be provided for while enabling the child or family member to maintain benefits. 

Learn more about our special needs trust services by contacting us today.

Reduction of Estate, Gift, and Income Taxes

We help clients with substantial estates minimize taxes through: 

  • Tax oriented trusts, including credit shelter trusts, marital trusts, QTIP trusts and irrevocable life insurance trusts
  • Designation of appropriate beneficiaries on retirement plans and life insurance
  • We frequently collaborate in these efforts with clients’ financial advisors and accountants.

Learn more about our reduction of estate/gift/income tax services by contacting us today.

Will Contests and Other Disputes

We assist clients who are involved in disputes involving an estate:

  • We represent personal representatives, trustees and beneficiaries, through negotiation and representation in court.
  • We also offer mediation services to help parties to these disputes resolve their differences outside of court.

For more information on our services, our fees, or to schedule an appointment, please contact us today.