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Wills & Trusts

We prepare Wills and Trusts for our clients, to help them:

  • Ensure that, at death, individuals of their choosing receive the estate
  • Appoint a suitable person to oversee the estate (the “personal representative” or “executor”)
  • Provide for the needs of spouses, partners and children
  • Appoint a suitable guardian for a minor or disabled child or family member
  • Ensure proper management of a child's or disabled person's inheritance through the appointment of a trustee
  • Minimize estate, gift, and income taxes
  • Preserve the estate against nursing home and long-term care expenses
  • Ensure that a disabled family member can enjoy an inheritance while maintaining public benefits such as MaineCare (Maine Medicaid) and SSI, through the establishment of a Special Needs Trust:
    • Advise clients regarding appropriate beneficiary designation on retirement plans and life insurance
    • Ensure efficient and orderly administration of the estate, including, if appropriate, avoiding probate.

Learn more about our will and trust services by contacting us today.

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Areas We Serve

Our office is in Winthrop, Maine, located approximately 10 miles from Augusta, and 17 miles from Lewiston. We are also available by appointment to meet in the Brunswick/Topsham area and the Waterville area.