Waddell, Cole & Jones PA

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Estate Planning

A well crafted estate plan is more than a set of legal documents; it's peace of mind. At Waddell, Cole & Jones, our estate planning attorneys have been helping individuals, families and businesses with their estate planning needs for generations.

Estate planning involves the management and transfer of assets and wealth. The estate plan is a way to make sure the client's wishes are respected and the wealth is deployed in the manner desired to serve the intended beneficiaries.

Our estate planning attorneys advise clients on ways to preserve assets, transfer wealth during your lifetime, avoid probate at death, and minimize the tax burden involved.

We will choose from a number of estate planning tools such as wills, trusts, powers of attorneys, living wills (also known as health care directives or declarations of the right to die), guardianships, conservatorships, and more to custom-tailor an estate plan that meets your specific needs and goals. We also handle post-death legal needs, including probate and estate administration and will contests.

Whether you need a simple will and trust or a plan for a large, complex estate that includes business succession planning, you can rely on Waddell, Cole & Jones.

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