Estate Planning and Probate

Since 1984, the attorneys at Bagwell Holt Smith P.A. have provided individuals and families with quality estate planning services. We represent clients with a range of income levels, property and assets. Although needs may vary from estate to estate, our clients’ concerns are similar: they want to make good decisions regarding the distribution of their property and assets before they pass away.

Our estate planning lawyers can prepare and execute important directives regarding your healthcare, real estate and assets. Whether you are interested in a simple will or a more complex estate plan, including trusts, we have the knowledge and experience to help.

Our commitment to quality legal representation and compassionate personal service allows our clients to feel confident that their needs will be met in the way they intended. Our clients repeatedly refer family and friends to our firm, an honor we attribute to our professional client-centered approach.

We help clients plan for potential incompetence and asset transfer upon death by preparing the following documents:

  • Wills
  • Codicils
  • Living trusts
  • Financial power of attorney
  • Health care power of attorney
  • Living wills
  • HIPAA authorization forms
  • Life insurance trusts
  • Gifting strategies

If your loved one failed to arrange their legal documents before becoming incapacitated, we can help guide you through the guardianship process. We also help executors and administrators transfer property and assets to beneficiaries in an expeditious manner through the probate process.

We have experience representing clients in:

  • Probate
  • Estate administration
  • Trust and probate litigation
  • Will caveats (contests)
  • Guardianships
  • Executor assistance

To learn more about how we help clients make decisions regarding property and assets, contact an estate planning and probate lawyer at our firm today.

Estate Planning and Probate Attorneys