Estate Planning & Administration

Hearne & Bailey’s attorneys have decades of experience in estate planning and administration, allowing us to guide you through these processes with a minimum amount of stress. And because every family is unique, we will tailor the solution to yours.

Wills & Trusts

Estate planning deals with the highly-charged issues of family and money. Our lawyers are adept at navigating these issues with sensitivity, to help you design a plan that will honor the past and prepare for the future.

Proper planning must address short- and long-term possibilities. Your plan may address the needs of the surviving spouse and children, but should also factor in future generations. Inheritance can be a blessing or a curse, depending on how it is received. A Hearne & Bailey estate plan stands the test of time.

Because our firm also has extensive experience in representing business, we are uniquely positioned to help plan for the business owner. We help you set goals by providing you the information you need to make good decisions, and then we implement.

Estate Administration

When you lose a loved one, navigating complicated administrative procedures can be overwhelming. We will guide you through the probate process with compassion and expertise. Our experience allows us to be efficient, while ensuring that key deadlines are met and the relevant filings are done properly. Even if your family member died without a will, it may be necessary to go through the estate administration process. Please contact one of our attorneys for help.

Areas of Expertise

  • Wills and Trusts
  • Powers of Attorney and Health Care Advance Directives
  • Gifting, including charitable gifting techniques
  • Life insurance planning
  • Succession planning for business owners/family-owned businesses
  • Marital property agreements
  • Estate administration and probate
  • Preparation and filing of estate, inheritance and gift and generation-skipping tax returns