Estate Planning

Protect What You've Built. Plan for the People You Love.

A comprehensive estate plan can provide clarity, protect loved ones, preserve assets, and ensure that your wishes are properly documented. At Onwudebe and Associates, we help individuals and families develop estate plans tailored to their circumstances, goals, and applicable law.

Estate Planning Services Include:

Last Wills and Testaments

We prepare wills that establish how a client’s assets should be distributed and address other matters permitted under applicable law.

Revocable and Other Trust Planning

Where appropriate, we assist clients in establishing and administering trusts designed to address asset-management, distribution, and other estate-planning objectives.

Powers of Attorney

We prepare legal documents authorizing designated individuals to act on a client’s behalf concerning financial, business, or other matters as permitted by law.

Healthcare Directives and Advance Planning

We assist clients with documents addressing healthcare decisions and related wishes in accordance with applicable law.

Guardianship and Minor Children’s Planning

For parents and guardians, we help incorporate appropriate provisions concerning the care and protection of minor children into an overall estate plan.

Asset Protection and Estate Preservation

We help clients evaluate legal strategies for protecting and preserving assets while considering their individual circumstances and applicable legal requirements.

Estate and Trust Administration Guidance

We provide legal guidance concerning the administration of trusts and estates following a client’s death.

Estate Plan Review and Updates

An estate plan should evolve as circumstances change. We assist clients in reviewing and updating their estate-planning documents following significant life events, changes in assets, family circumstances, or applicable law. 

Our Approach

Estate planning is not only for the wealthy. It is about making sure your wishes are documented and that the people you care about are protected. We work with clients to develop thoughtful plans that provide greater clarity and help minimize uncertainty for their families.

Plan Your Legacy

Partner & Co-Founder

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