Legal Assistance for Trusts, Wills and Probate

If you’re seeking assistance regarding probate, setting up a trust, writing a will, or putting a plan in place for your financial assets and possessions after your death, the attorneys of Connolly Tacon & Meserve can help. We provide personalized planning services, working with our clients on a case-by-case basis to serve your unique needs, rather than offering standardized packages.

We have extensive experience with planning tools such as:

  • Living trusts
  • Irrevocable gift trusts
  • Generation-skipping
  • Life insurance
  • Grantor-retained income trusts
  • Education or care funds for family members

About Estate Planning

Estate Planning, at its most basic level, helps ensure that the right assets go to the right people. Trusts and wills are vehicles for Estate Planning which legally detail how your assets are distributed and dealt with.

It’s important to have a plan in place that is legally binding and clearly laid out. This helps streamline an already emotional process. Without a legally binding plan, the State determines what happens.

Probate Services

We can walk your family through the process of probate. Washington is a probate-friendly state, meaning the process is fairly straightforward. We are often able to distribute the entire estate without extensive costs.

Our probate services include:

  • Preparation of estate planning documents
  • Preparation of the documents to commence the probate
  • Administration of the probate estate
  • Preparing the documents to pay creditor’s claims and expenses, transfer assets, and close the probate administration
  • Referrals to Certified Public Accountants or other professionals when needed

Estate and Trust Litigation

We have extensive experience providing strong representation for all forms of litigation affecting estates.

Living Trusts

Living Trusts have become an important planning tool for many people; however, probate is often less expensive then setting up a trust. We offer a free Estate Planning consultation which can help you determine if a living trust is right for you.

Letters Testamentary or Letters of Administration

If you are the executor for an estate, you will need Letters Testamentary or Letters of Administration. Simply put, this proves to banks, courts, and estranged relatives that you are legally appointed to act as the executor for an estate. Please contact us for more information regarding obtaining a Letters Testamentary or Letters of Administration.