Estate Planning

At Roberts & Eddy, P.C., our experienced team of attorneys specializes in providing comprehensive estate planning services to help individuals and families protect their assets and ensure their wishes are carried out in the future. Our estate planning services encompass a wide range of legal strategies and tools designed to maximize the preservation and distribution of your assets while minimizing potential tax liabilities. Whether you're looking to create a simple will or establish a sophisticated trust, our attorneys possess the knowledge and expertise to assist you every step of the way.

Including but not limited to ...

Wills

Living Wills and Medical Power of Attorneys

General Power of Attorneys

Revocable and Irrevocable Trusts

Wealth Preservation through Gift and Estate Tax Planning

Business Succession Planning

Gifting

Charitable Gifts

Estate, Fiduciary and Trust Income Tax Returns

Planning for Liabilities

Forms & Documents

Estate Planning Questionnaire (Will/POA for Single Person)

Estate Planning Questionnaire (Wills/POAs for Married Couple)

Estate Planning Questionnaire (Revocable Trusts/POAs for Married Couple)

Our Estate Planning Team

For questions or more information on our estate planning services, please contact us.

Brian C. Eddy

Attorney

Stephanie A. Sailer

Attorney

Charity Erdelt

First Impressions Coordinator, Legal Assistant

Grace Schmadeke

First Impressions Coordinator, Legal Assistant

Melanie Svoboda

Probate Specialist

Testimonials

Rebecca Process was a breeze!

Jason and I were getting ready to leave for an out-of-state family trip. Last minute, we were able to meet with an attorney at Roberts & Eddy, P.C. and they help us get our wills, power of attorneys, and other estate planning needs taken care of before we left on our trip. They made the process a breeze while being efficient and quick.

Brenda Highly recommend!

I highly recommend Stephanie Sailer at Roberts & Eddy, P.C. Stephanie handled the estate of my mother and was extremely helpful every step of the way. We have a large family and none of us had ever been through the probate experience before. Stephanie and Vicki Anderson at Roberts & Eddy, P.C. were more than patient in answering all of our questions, responded quickly to all emails and phone calls, and took the time to explain things in detail. They made a difficult time in our lives a bit easier.

Jim Great legal resource!

Over the years I have worked with Brian on business-related issues and have been impressed by his ability to provide a practical application of law to each particular situation. On a personal note, Brian worked with my wife and I to develop our wills. We had been putting this off for years and Brian made it so easy for us to complete. Great legal resource that I will continue to use into the future!