Available legal services include:

  • Wills and trusts
  • Probate administration
  • Special needs planning and trusts
  • Preparation of advance directives
    • Durable power of attorney
    • Designation of health care surrogate and HIPAA release authorization
    • Living will
    • Declaration naming pre-need guardian
    • Delicate end-of-life matters and funeral planning

When administering and settling an estate or trust, CES and associates work collaboratively with individual’s or family’s personal representatives, trustees and attorneys on a variety of issues, such as coordinating the payment of final expenses, filing insurance claims, appraising and selling property, or facilitating accountings and the distribution of assets to beneficiaries.

Other financial assistance includes:

  • Qualified income and other irrevocable trusts
  • Medicaid planning and eligibility
  • Identification and management of assets and liabilities
  • Organization, monitoring and arrangement for payment of debts and expenses

And CES can recommend qualified, experienced CPAs if the preparation of individual, estate, and fiduciary tax returns is needed.

Contact us by filling out the form below or
calling us at (833) 404-8960