Estate Planning and Estate Administration
Northen Blue, LLP, provides knowledgeable, personal attention to each of our estate law clients through comprehensive trust and estate planning and careful estate administration.
We help individuals, families and businesses plan for the future by working with them to understand their goals, examining their current financial situation and needs, and ultimately providing individually tailored documents and the necessary representation needed to achieve those goals. We also represent clients who are faced with the task of administering estates of decedents, minors, and those who have been declared legally incompetent. Some of the estate planning and estate administration services we provide include:
- Review and update clients’ existing estate plans and documents
- Drafting simple and complex wills
- Preparation advance medical directives such as:
- living wills
- heath care powers of attorney
- advance instructions for mental health treatment
- Preparation of durable powers of attorney
- Review and revision of beneficiary designations
- Drafting a variety of trusts, including but not limited to:
- Revocable living trusts
- Testamentary trusts
- Special needs trusts
- Trusts for the benefit of minor
- Bypass or credit shelter trusts
- Representation of guardians of both minors and incompetents
- Administration of estates of minors and incompetents
- Administration of estates of decedents
- Probate of wills, codicils
- Representation of executors, administrators and heirs
- Representation of creditors making claims against estates
- Reconciling claims against the estate
- Identification and addressing of tax issues
- Assistance in funding and administration of trusts
- Coordination of planning and administration efforts with clients’ tax and financial advisors
- Litigation on behalf of estates, heirs and creditors of estates
