Estate planning at Paterson Legal Firm is the work of making documents match a family and the assets those documents are meant to cover. A will that named the right people ten years ago may not match the family, the home, or the business as they are now.
The firm prepares and reviews wills and related planning documents, and it explains the formalities that apply to the documents it is asked to prepare. Marriage, divorce, the arrival of a child, a move, or the sale of a major asset are the usual reasons to read an existing plan again.
After a death, executors and families need a clear account of what the documents say, what property they cover, and what has to be done in order. The firm advises on that administration. It does not tell a reader, through this website, how to sign a will or how to distribute an estate.
Planning choices are explained with their limits. The firm does not promise a tax result or a particular outcome in a later dispute.
