Wills and Estate Planning

Wills and Estate Planning

At Speidel Bentsen LLP, we help individuals and families create customized estate plans to protect their assets, provide for loved ones, and ensure their wishes are honored. Estate planning is more than just drafting a Will—it’s a comprehensive approach to managing your legacy, minimizing tax burdens, and preparing for the future. Whether you need a simple Will or a complex Trust structure, we guide you through every step with personalized attention.
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Key Estate Planning Tools

Our firm drafts and implements the necessary legal documents to align with your goals, including:

Wills

Simple and complex Wills, including those with Trust provisions.

Trusts

Revocable and Irrevocable Living Trusts, including Life Insurance Trusts and Charitable Trusts.

Powers of Attorney

Durable Financial and Healthcare Powers of Attorney to ensure decision-making authority is in trusted hands.

Advance Directives

Living Wills and Healthcare Directives to express your medical care preferences.

Business Succession Planning

Strategies to protect and transition family-owned businesses.

Tax Planning

Estate and Gift Tax strategies to maximize wealth preservation.

Our Estate Planning Process

We believe estate planning should be a thoughtful and collaborative experience, designed around your values and priorities. Our process includes:

Understanding Your Goals

We take the time to get to know you, your family, and your financial situation to develop a plan that reflects your wishes.

Personalized Legal Guidance

Our attorneys provide strategic advice to help you make informed decisions about your Estate and Legacy.

Drafting and Reviewing Documents

We prepare tailored estate planning documents and ensure you understand their purpose and function.

Executing Your Plan

We oversee the signing of legal documents and provide organized copies for your records.

Ongoing Support

As life changes, we remain available to update and adjust your estate plan as needed.

With careful planning, we help you create a lasting legacy while providing peace of mind for you and your family. Contact us today to start preparing an estate plan that meets your needs.