Practice Areas

Trust, Estates & Wills

You have worked hard for many years building your estate. Upon your death, what will happen to all of your hard-earned money? The law offices of Rodnick, Unger & Kaplan, P.C. can help you determine the best way to transfer your assets before and after death to ensure that the people you want to get your money receive as much as possible, in the exact manner you desire.

Every estate plan should Include a will. If the value of the estate is small, then a simple will may suffice to transfer your assets. If the value of the estate is larger and real estate is involved, it is oftentimes better to have your assets held in trust and have a pour-over will as a backup. This can accomplish many different goals, such as avoiding probate, and giving you the confidence to know that upon your death, your assets will be distributed in a timely manner and to those persons you have designated. If you die with assets outside of the trust, the pour-over will directs the assets to pour Into the trust and be distributed in accordance with the trust directions.

While our law firm can help you develop an estate plan, we also assist personal representatives in the probate process after a person dies. Probate is the judicial proceeding required to transfer title to the deceased heirs or beneficiaries under a will. If you are named as the personal representative by the terms of the will or would like to become the administrator of the estate of a family member who did not have a will, our law firm can help you become appointed by the probate court. We can also assist you in all subsequent probate court matters and procedures until the administration of the estate has been completed.