Estate Planning and Administration

Invariably, estate planning goes hand in hand with real estate law.  We offer estate planning advice to our clients, recognizing the specific needs of each individual client.

​Whether estate planning is required because of a separation or divorce, new home purchase or new child, or advice and representation for estate administration including acting as an Estate Trustee, we are able to assist in a thoughtful and compassionate manner.

​Effective estate planning requires attention to detail and a substantive understanding of each client’s unique situation. In order to affect an estate plan which will be useful for our clients, we collect detailed information and work with other professionals such as: financial planners, bankers, accountants and life insurance agents to ensure our clients needs are met and their instructions are properly carried out. 

Tannis has also acted as an Estate Trustee and provides this service on a select basis for clients. She has also been appointed as an Estate Trustee during litigation.