Estate Planning (Wills/Trusts)


Estate planning is essential for the proper disposition of your assets, provision of your healthcare, and as a form of wealth management. The key is to plan ahead, before the worst happens.

Often, people do not want to contemplate what will happen to their family if they pass away or become disabled. The topic is not always pleasant, yet the importance of having a clear estate plan is essential for both you and your family. Putting off estate planning is never a good idea. Establishing an estate plan will allow you to create a blueprint for your family's future as well as dictate where and how your finances will be distributed. In addition, an estate plan allows you to make important decisions about your healthcare and other services you may need in the event you become incapacitated or disabled.

Here at Theta Law Firm, LLP we work with you every step of the way. We make sure that the vision you have for your estate is fulfilled during your lifetime and long after.

Our Services

Please see below for a list of estate planning services that we provide:

  • Living Trusts (Revocable, Irrevocable)
  • Testamentary Trusts
  • Credit Shelter Trusts
  • Bypass Trusts
  • Qualified Terminable Interest Property Trusts
  • Qualified Personal Residence Trusts
  • Special Needs Trusts
  • Pet Trusts
  • Durable Power of Attorney
  • Single Wills
  • Pour-Over Wills
  • Joint Wills
  • Living Wills
At Theta Law Firm, we do not treat you as a number. Our work product is individualized and unique for each and every client because no two people are alike. This is what makes us stand out and what makes the work we do for you well-respected. When planning for your future, we do not take shortcuts. We communicate with you to make sure that all of your estate planning needs are fulfilled.

For more information about the services mentioned above, please contact us.