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Estate Planning

Sapientia’s estate planning attorneys play a crucial role in helping their clients prepare for the future by managing their assets and determining how to provide for their loved ones and generations to come. Here are some key services offered by our estate planning attorneys:

  • Drafting Wills and Trusts: We prepare wills and trusts that outline how our client’s assets should be handled and distributed. This includes specific instructions regarding guardianship of minor children.
  • Asset Protection: We help clients protect their assets from potential creditors and lawsuits through various legal strategies, ensuring clients can pass on their wealth to heirs with minimal loss.
  • Healthcare and Financial Directives: We also prepare documents such as living wills and durable power of attorney for healthcare, allowing clients to specify their wishes regarding medical treatment and appoint someone to make financial decisions on their behalf if they become incapacitated.
  • Probate Guidance: We assist clients with the probate process, which is the legal procedure for settling a deceased person’s estate. This includes navigating the court system, ensuring debts are paid, and distributions to heirs are handled correctly.
  • Personalized Estate Plans: Our attorneys assess every client’s unique situation—including family dynamics, relationships, and financial status—to create a customized estate plan that aligns with their goals and wishes.
  • Regular Reviews and Updates: Life circumstances change, and so do laws. We help clients review and update their estate plans regularly, particularly after major life events such as marriages, divorces, births, or deaths.

We provide peace of mind by helping our clients establish a comprehensive plan that safeguards their financial future and honors their wishes, ultimately ensuring their legacy is preserved for future generations.

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