Phillips Estate Law

Our focus is limited exclusively to estate planning and estate administration. In particular, we are well equipped to assist with the following: Estate Planning: Advising, drafting, and executing estate planning documents. These commonly include Wills or Living Trusts, Financial Powers of Attorney, Healthcare Powers of Attorney, and many others. Probate Administration: Assisting the Personal Representative, or Executor, with the process of probating a decedent's estate. Trust Administration: Assisting the Trustee with wrapping up a Living Trust at the death of the trustmaker, or advising the Trustee on the continuing administration of an ongoing trust. Estate Tax Return Preparation Gift Tax Return Preparation Our process is simple. We start with a conversation. You share your goals. These goals could include providing for your spouse, protecting your children, reducing taxes and expenses, planning for your own possible disability, or communicating important end of life decisions. If needed, we help you identify those goals and align them with your values. Then we begin to draft documents that formalize and implement those goals. We call this an estate plan. We understand that there are many roadblocks to completing an estate plan. Our passion is help you bypass those roadblocks and become one of the few who have a current and complete estate plan in place. We encourage you to visit our website for more information.