Estate Planning

Bane O’Leary LLC can help you safeguard your assets and design an estate plan specific to your needs and the goals you have for you and your family.

If you were asked “What is the most important thing in your life?”, like most people, your response would be caring for the people you love. Yet a recent AARP survey indicated that as many as 60% of American adults have yet to draft a will or plan their estate. We always think we have more time, and the day-to-day activities of life can keep us from doing what is one of the most important things we can do to ensure the future for generations to come.

Our expert team utilizes the most modern estate planning tools, while also making sure to stay informed on current tax law and codes in order to provide you and yours with the peace of mind you deserve. Our comprehensive estate planning includes:

Case Design Revocable Trusts

Trust Notebook Pour over Will

Certificate of Trust Durable Financial Power of Attorney

Specific Gift Forms Living Will

Memorial/Burial Instruction Forms HIPPA Authorization

Summary of Trust/Glossary/Document Locator Forms

Annual Reviews

Settlement for an Outright Distribution