Our Services
Estate Planning for You and Your Family
What We Do
Our Estate Planning Services
Our services focus on creating, maintaining, and administering estate plans that protect families and assets.
Life Plan Creation
Estate plans built around your family’s needs, including wills, trusts, powers of attorney, and other legal documents.
Life Plan Maintenance
Your plan evolves with your life. Annual reviews and updates keep your estate plan current as everything changes.
Life Plan Administration
Legal support for trust administration, helping families carry out the terms of a trust efficiently and correctly.
Unique and Effective Services to Last You a Lifetime
An estate plan provides legal instructions for managing assets, protecting loved ones, and carrying out your wishes. Estate planning is not limited to preparing documents. Changes in family circumstances, finances, property ownership, and state laws can affect how a plan operates over time.
Effective estate planning involves three stages: creating the plan, reviewing and updating it as circumstances change, and administering the plan when needed. The Life Plan™ combines these services into a long-term approach that includes estate plan creation, ongoing maintenance, and trust administration support.
Attend a Free Webinar
Learn how trusts work, common estate planning mistakes, and the steps needed to keep your estate plan current.
Many Clients Seek a Second Review of Their Estate Plans
Many clients come to Preston Estate Planning after creating an estate plan with another attorney. Estate plans should be reviewed periodically to address changes in family circumstances, assets, and estate planning laws.
Our 14-point trust review evaluates your current estate plan and identifies outdated provisions, funding issues, missing documents, and areas that may require updates. Attend a free webinar to learn common estate planning mistakes and understand what should be reviewed in an existing trust.
Prefer to speak first? Call (800) 698-6918