Estate Planning and Administration Services

Client Services

Estate planning and administration involves federal and state taxation, transfers of property, and planning for management of personal and business assets. We often work closely with our clients’ accountants, financial planners, insurance agents, and trust officers. Our fees for estate planning and administration services are competitively priced and are not based on a fixed percentage of the assets involved.

We also advise organizations and individuals on gift planning and charitable giving. We often assist clients in wealth transfer through the following services:

• Preparation of wills, living wills, trusts, and powers of attorney.
• Gift planning for family members and others.

The following attorney at Keefer Wood Allen & Rahal, LLP provides estate planning and administration services:

• Bradford Dorrance