Serving the Faribault, Owatonna, and Northfield, Minnesota, Area
Office Hours: Monday – Friday, 8:30 a.m. – 4:30 p.m. Or by Appointment
Member: Minnesota State Bar Association
Minnesota Association for Justice
Probate & Estate Planning
Efficient and inexpensive transfer of property at death or during one's lifetime can often be accomplished with proper planning. Probate proceedings can be minimized or even eliminated, if the necessary documents have been prepared in advance. Lifetime transfers are also used in planning for taxes and property distribution.
Estate planning is a process of reviewing each client's particular circumstances, making recommendations, developing a plan, and then carrying out the plan with the use of one (1) or more of the following:
Last Wills and Testament
Trusts
Deeds (Life Estates)
Powers of Attorney
Durable Powers of Attorney
Health Care Directives
Protective Arrangement Services
Protective Arrangements Guardianship of the person and conservatorship of the estate are court proceedings for the appointment of a substitute decision maker where a person is incapacitated and unable to make decisions concerning abode, medical treatment, shelter, or personal finances.
Services include:
• Establishment of a Protective Arrangement • Preparation of Annual Accounts • Drafting of Annual Personal Well Being Reports • Petition for Sale or Mortgage of Real Property
