Wealth and Estate Planning (Wills & Trusts)

Wealth and Estate Planning (Wills & Trusts)

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.

Family Wealth Transfer, Wills and Trusts
Most people want to know what will happen to their assets (personal belongings, real estate, or bank/investment accounts) when they die. Increasingly, younger individuals and families come to us for advice around what happens to minor children.
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Protecting Your Legacy
We help you protect what matters most- the legacy you leave behind to your loved ones. Gilbert Law will review your personal and financial situation and help you implement strategies to protect your assets and intent as they pass to the next generation.
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Healthcare Directives and Powers of Attorney
Now is the time to document your wishes regarding healthcare and appoint trusted individuals to act in your best interest with respect to both your healthcare and your personal finances.
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Minnesota Estate Planning FAQs
Minnesota Law doesn’t require you to retain an attorney to draft your estate planning documents, but it is strongly advised. We understand how the law operates and can save you from making costly errors that often arise when a non-attorney drafts legal documents.
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“I had a great experience with Gilbert Law. She was very responsive to my needs and in making sure I understood the whole process. She was always willing to make time to connect with me through email, text, videophone, or one on one meetings. I felt s…”
– Jessie G.