The Klausner Cook trust and estate planning and administration group follows a thoughtful, client-focused process to help individuals identify and carry out their goals for the future. As part of our Estate Planning 101 approach, we counsel clients on the fundamentals of estate planning while tailoring each plan to fit individual needs—whether that means creating a plan for property distribution upon death or for effective property management during a client’s lifetime. Our goal is to protect against future unknowns through proactive, customized planning. We’ve worked with clients seeking everything from a standard will to a fully customized will and living trust—and everything in between.
Preparation of wills
Powers of attorney
Healthcare proxies
Revocable trusts
Special needs trusts
Other estate and disability planning documents