Wills, Trusts, and Estate Planning - Thorp Purdy Jewett Urness & Wilkinson, P.C.
Wills, Trusts, and Estate Planning
A comprehensive estate plan is valuable to individuals at all stages of their lives. Such a plan is particularly important for individuals with children or who are reaching an age where health care and financial management may need to be taken over by another individual.
At Thorp Purdy, many of our attorneys have focused their careers on the estate planning process. This gives us the knowledge and expertise to deliver planning advice tailored to your unique circumstances.
Please contact us to schedule an initial consultation. At the time of scheduling we will arrange to send you an Intake Worksheet to bring with you to our first meeting. The Initial Consultation will be an opportunity for your attorney and you to get to know each other and discuss your goals and current circumstances. Depending on the complexity of your estate plan, it may be necessary to schedule follow-up consultations to further explore the options available to you. When we have prepared your estate plan, we will send draft documents for you to review. We will also schedule a time for you to come back to our office for a final review and signing of original documents.
Our attorneys can assist you to:
- Safeguard your own financial security
- Facilitate a smooth transition of assets from one generation to the next
- Exercise choice and control over financial and healthcare decision-making