Probates, Estates & Trusts

Probate, Estates & Trusts

The probate, estate and trust lawyers at Doherty, Wallace work with individuals, families, fiduciaries and business owners to protect, manage and transfer assets.

The estate planning practice includes preparation of wills, trusts, pre-nuptial and post-nuptial agreements, healthcare proxies, powers of attorney and declarations of homestead. In addition to guardianship and conservator petitions, the firm handles the probate of wills, appointments of fiduciaries, preparation of probate filings and federal and state estate tax returns, will contests, and probate litigation. The firm also assists with the administration of both trusts and estates. Working with clients on their estate plans requires that we really get to know them and their goals for the future.

Doherty, Wallace drafts a wide variety of trusts, including those driven by tax planning, asset protection, charitable giving, financial management and/or long-term care issues, and provide counsel with respect to the management of those trusts.

The firm also has extensive experience in business succession planning, including transfers of closely held businesses.