Estate Planning, Wills, & Probate

While planning for the end of life is difficult, it is a necessary step to take care of your family after you are gone.  Along with a well thought-out life insurance strategy, proper estate planning is step one to ensuring your family is provided for and your healthcare wishes are followed.  While most of us think we will not need a will or other planning documents until we are older, the truth is you need them, even more, when your family is young and growing. This vital step in a well-organized strategy allows your loved ones the ability to avoid expensive and protracted legal probate or other controversies at a time when they should be considering other circumstances. Working with an experienced estate planning attorney can help you determine the specific distribution of your estate, and an attorney with experience in estate planning can be an invaluable resource when it comes to establishing trusts, drafting wills, and the creation of other estate planning documents. 

At DunbarMonroe PLLC, we understand that designating guardians, naming an executor, determining property distribution, and protecting the financial security of your family in the face of uncertainty can be both complicated and daunting.  We want our clients to not only complete the estate planning process feeling confident in their decisions but never to hesitate to contact us to update plans when and if circumstances change.  There is nothing more frustrating than a family finding a badly-drafted or out-of-date estate plan following the loss of a loved one, and realizing that they have years of court fees and appointments with attorneys just to decipher the documents and “make things right again.”

We will discuss with you what the current state of your financials, investments, holdings, and property, as well as your immediate estate planning goals, the needs of your loved ones, and your final healthcare wishes. We will work with you to evaluate all your options and develop an estate planning solution that is right for you and your family.

We look forward to seeing you and caring for your family soon! Call us today to set up an appointment at 601-898-2073.