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Estate Planning Services

Estate Planning Services

Create the legacy you want.

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Get Peace of Mind

Your estate planning needs are unique… That’s why we can be as involved in the planning process for your estate as you want us to be. We can assist with the formation of your estate plan, and work with your estate planning attorney to make sure the documents are executed the way you want them. We follow up with you on a regular basis to make sure there aren’t changes within your life that would necessitate changes to your plan.

We can act as matters after the passing of you (and/or your spouse), working with your loved ones to ensure your wishes are carried out. In this role, we handle all types of property, and all types of family situations.

We can act as a mediator between family members, and can make decisions as neutral third-party acting in the best interest of the estate. This reduces the stress and burden on your family members, and gives you peace of mind that your estate will be professionally handled.

We make sure all administrative matters are taken care of throughout the process. 

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American Bank & Trust

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American Bank & Trust

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