Estate Planning

An estate plan typically consists of a revocable family trust, wills, and durable powers of attorney for health care and financial management. Depending upon your specific need, additional elements may be needed such as business entities and/or insurance, charitable and other irrevocable trusts. We also handle probate matters, conservatorships, guardianships, and estate and trust administration.

Gillies & Robinson provides a full range of estate and business succession planning services to businesses and individuals, focusing on small business and families. As your counsel, we will help you develop a plan for the management of your assets during life and the efficient and effective distribution of your wealth after death. In doing so, we draw upon the entirety of the firm’s disciplines and coordinate with you and your advisors, including accounting, insurance, investment banking and trust professionals, to successfully address your unique and special needs.

Given the highly personal nature of estate planning, we focus on confidentiality, addressing your expressed needs while assisting with the identification and balancing of your short and long term objectives.

COMPLETE ESTATE PLANS STARTING AT: $1,500