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Estate Planning & Probate

Protect your legacy

Estate planning is for everyone. Our planning services ensure your will, trust, or other plan aligns with your circumstances – no matter your family makeup or asset picture. Properly structured, your legacy can make a positive impact on your loved ones.

estate plans

Most people know what a will is, but estate planning is how we can help you provide a comprehensive plan for your family that covers all the bases. Sarah provides caring advice and drafting of legal documents for couples and individuals, with or without children.

powers of attorney

You or a loved one might need help making sound decisions during incapacity or hospitalization. We draft and review of powers of attorney and health care directives so that your wishes are clear.

Special Needs Trust

A Special Needs Trust allows a disabled beneficiary to benefit from trust assets, while maintaining eligibility for needs-based government benefits. Sarah drafts these trusts, but she will also advise you on your options.

 

Pets

Plan for the guardianship and care of pets after your death or incapacity. Most appropriate for pets for which the cost of care is high, but any pet can benefit from a trust--just ask us!

Business Succession

You will receive advice on creating a plan, valuation, written buy-sell agreements, insurance issues, and help filing dissolution documents with state agencies, if necessary.

Death in the Family

Whether a loved-one has died with or without a will or trust, we can help. Jordan Law Firm advises personal representatives (executors), trustees, and heirs, and helps with probate and estate administration.


Get in touch to see how we can help.