Gilbert Law’s trust and estates attorneys can help you plan for the efficient transfer of your assets to spouses, children, nonprofits, and others. We work together with clients to help them with respect to wills, trusts, charitable donations, educational funding, and estate and trust planning.

The Estate Planning Process

We strive to make the estate planning process as informative and seamless as possible. We charge a flat-fee, not hourly, and therefore we can take as much time as we need to make sure that we hear your goals and establish an estate plan that you feel confident with. The first meeting is an opportunity for us to consult with you and learn about your goals and what you want to happen with your estate plan. We talk about tax planning, and we discuss how to avoid probate. We discuss the importance of a trust or if we only want to do a will. At the conclusion of that meeting, we draft your documents and send them to you to review in case there are any changes or corrections that you want. Finally, you come in for a final meeting to sign your documents. We invite our staff to serve as witnesses and we review your documents to make sure they are exactly what you want. At the conclusion of this process, you have the peace of mind and confidence in knowing that your estate plan is set.