Estate Planning

Estate planning is for every spouse, parent, grandparent, business owner, or person who takes responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they’re gone. Estate planning is “life planning,” and an essential and rewarding process for individuals and families who engage in it.

Bartlett & Herrington’s in-depth estate planning process begins with learning about your values and your family’s unique dynamics. Together we develop a plan that protects you and your family and evolves to fulfill your needs over time. Creating sophisticated legal documents is only part of our estate planning service; we build lasting relationships with your family and commit to serving multiple generations.

We utilize a wide range of estate planning tools to accomplish your family’s goals, including revocable living trusts, special needs trusts, retirement trusts, irrevocable trusts, grantor trusts, and charitable trusts.

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