A will isn’t just a list of who gets what. It’s the roadmap for everything you leave behind—real estate, retirement accounts, businesses, digital assets, and who is in charge of accomplishing it. We draft wills that are clear, hard to challenge, and tailored to the real-world details of your life.

If you get sick or injured, someone has to keep your household functioning and the bills paid. A financial Power of Attorney makes sure the right person can act for you and make these financial decisions for your benefit as needed.

End-of-life choices are personal, and putting them in writing is one of the least fun things one can do. But putting them in writing (so doctors and relatives aren’t left guessing) spares them confusion and indecision when there is no time for either, and spares those you care for from wondering if they did right by you.

Probate in Pennsylvania isn’t a mysterious black box, but it does take paperwork, deadlines, and a little patience. We guide executors and administrators through:

• Opening the estate and securing Short Certificates
• Advertising the estate
• Inventory, appraisals, and inheritance tax returns
• Clearing creditors and distributing assets
• Preparing Family Settlement Agreements to wrap things up cleanly

We will handle the legal process so you can focus on the personal side of losing someone, not the red tape.

Sometimes the paperwork—or the people—involved in an estate don’t add up. Sometimes, a person disappointed in their bequest simply wants to use the Court’s time and yours in a dubious attempt to hit the “undo” button on a will. We represent heirs, beneficiaries, and fiduciaries in disputes over:

• Will contests (undue influence, lack of capacity, improper execution)
• Trust mismanagement and surcharge actions
• Beneficiary designations that conflict with the will
• Accounting objections and fiduciary removal

Because We also draft these documents, we know where the weak points hide—and how to expose or defend them in court.

When an adult can’t manage personal or financial affairs—and no power of attorney exists—a guardianship petition may be the only solution. When necessary, we file and defend guardianships, and make sure the incapacitated person is being protected.

Estate matters touch taxes, real estate, business interests, and sometimes full-blown litigation. As GPs who deals with these issues day in and day out, we spot cross-over issues early, draft around them when planning, and use that knowledge when litigating.