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Trust & Estates

Our Trust and Estates practice provides legal services in 3 distinct areas:
Estate Planning
Trust Administration
Trust and Probate Litigation

Estate Planning

Our estate planning services include counseling clients and the preparation of wills, revocable living trusts, living wills and power of attorney documents for health care and asset management. We have assisted families in dealing with family legal issues affecting seniors and disabled children or family members with special needs.

We implement living trusts, wills, insurance trusts, dynasty trusts, family partnerships, personal residence trusts, charitable trusts and other estate planning documents to effectuate our clients goals.
With over 20 years of invaluable estate and trust administration experience, we constantly strive to successfully resolve matters for our clients even in the most difficult of times and circumstances. The most common response from our clients when their planning is finished is that they feel real peace of mind that such important matters have been handled so well.

Trust Administration

We also provide legal services in the administration of probate and trust estates. The loss of a loved one is a traumatic event. Making financial and legal decisions while grieving is extremely difficult and stressful. We make the process of probate and trust administration as easy and pain free as possible.

When probate is required, these services typically involve the preparation of court filings including petitions for appointment of executors inventories of assets, motions, settlements and accountings, and petitions for distributions.

Trust and Probate Litigation

We represent trustees and executors in adversarial court proceedings involving claims against probate and trust estates. We also represent beneficiaries who are unhappy with the delays or with the actions of the trustee or executor. Litigation often requires the practitioner to reconcile zealous, aggressive advocacy with potentially volatile intra-family dynamics. Probate litigation requires a balancing of sensitivity to family relationships and an aggressive approach to litigation which depends on the particular client’s situation.

To discuss your situation, to meet with us or to get your questions answered contact us.

See our Client Quotes to see what our clients have said about our firm’s quality and dedication personally and professionally.

See Our Guarantee and compare it to other firms.

To learn about how we charge legal fees go to Fee Arrangements

Client Quotes

  • Leslie Foote "Up to date knowledge, always responsive, friendly."
  • Beverly Toy "Jill is very knowledgeable and practical Glad we found her."
  • Dirmali Botejue "Easy access to advice and excellent knowledge on the subject."
  • Don Sheridan "Honesty, dedication and knowledge. You are truly amazing."
  • Judy Michael " Your unbelievable knowledge and caring for your clients."
  • Joan McCauley "Personal attention."
  • David Young "Appreciate your follow-up."
  • Dietrich Buss "The expertise on living trusts."
  • Ken Batinovich "Clear, knowledgeable, pleasing presentation."
  • Robert & Kay Johnson "Individual personal services from Jillyn and the staff."
  • Verna H. Dougherty "Very thorough. Great advice and information."
  • Paula Zintl "Good information about our specific issues with disabled children."
  • Doreen Kaller "Straight forward information and professional treatment."
  • Josie Togle "The expertise, knowledgeable, and personable."
  • Annette Batinovich "You! You are the BEST. You posses a practical expertise."
  • Edward & Susan Conway "You know the answers to help us."
  • Don Knapp "Always up to date in these fast paced and volatile times."
  • Carol Netta "Jillyn's knowledge. Always does a terrific job of explaining everything."
  • Winona Walton "Thorough and straight forward approach."
  • Ken Carr "Your sincere honesty makes me feel good! 5 stars!"
  • Joan Karr "The feelings of being comfortable with having your firm prepare our trust."
  • Gerald McClellan "Personal interest."
  • Nancy Christian "Friendly, competent, complete, trustworthy."
  • Andrew F. Washington "The personalized living trust."
  • Cynthia Carson "Personal aspect Listening skills and her responding to my needs."
  • Maureen Turk "Knowledge & accessibility."
  • Ron Spink Value your perspective on how personal goals can be met."
  • Bill LaFave "Professional and knowledgeable."
  • Lynne Spink "Up to date information and easily understood explanation."
  • Lee Hobbs "Trust in ability and competence."

Hess-Verdon & Associates
A Professional Law Corp.
(949) 706-7300 FAX (949) 706-7373