- Estate Planning Design and Implementation
- Draft and Execute Estate Planning Documents
- Funding the Trust
- Protecting Assets
- Managing the Estate Plan During Your Lifetime
- Updating the Trust
- Advising Trustees
- Assisting with Annual Accountings
- Acting as Trust Protector
- Estate Planning Updates
- Handling the Estate Plan Upon Your Death
- Acting as Executor
- Acting as Probate Attorney
- Assisting the Trustee in Managing Trust Assets
- Distributing Trust Property
- Filing Estate Tax Returns
