The transactional attorneys at HaukOwens believe a properly crafted estate plan should distribute your estate upon your death in exactly the way that you intend and protect your assets to greatest extent possible during your life. Your estate plan should maximize the efficiency of the administration to minimize the stress on your family during what can be a difficult time. Furthermore, your estate plan should strive to reduce or eliminate every tax, fee, and court cost.
If you have been named as an agent under a power of attorney, executor under a will, trustee under a trust, or if your family member didn’t do any formal planning and you’re just taking charge to help, you need an experienced attorney to assist you with the administration of your loved one’s estate. In each of these situations you are acting in a fiduciary capacity so it is vitally important (both for the effective administration of the estate and because you could be held personally liable for anything done improperly) that the proper steps are taken.
At HaukOwens we represent fiduciaries (executors, trustees, guardians or agents), beneficiaries, heirs, and claimants during the administration of estates. Whether the estate is a simple transfer to a sole-heir beneficiary or a complex litigation situation, we will guide our client through the entire process and explain each step of the way. We will provide a roadmap for what steps need to be taken, when they need to be taken, and why.
We use a variety of fee structures for estate administration cases and we will be able to give you an estimate of time and costs involved at the conclusion of your free initial consultation.