Estate Planning
Incapacity Planning

Alliance Lex Estate Planning services include wills, domestic contracts, trusts, business succession planning, planned giving, powers of attorney, representation agreements, and living wills. We can assist you with your responsibilities in the administration of an estate, a trust or if you are acting as a power of attorney. When your estate planning requires additional expertise, we are able to partner with other experts to ensure all your options are explored.

At Alliance Lex, we bring a breadth of trial and mediation experience in wills and trust variation claims, power of attorney and trust accountings, will interpretations, fraudulent and negligent estate administrations, contested executor and trustee accountings, testator capacity issues and committeeships. We also have experience in representing private family trusts, family-owned businesses, and lay executors and institutional trustees appointed under wills.

Alliance Lex lawyers have experience and expertise in the following specific practice areas:

  • Wills
  • Powers of Attorney
  • Advance Directives
  • Representation Agreements
  • Committeeship


Why is Estate Planning so Important?
Estate planning is the process of organizing your financial affairs, with the benefit of appropriate professional advisors, during your lifetime, so that when you pass away the government gets as little of your estate as possible, your estate is distributed as you wish; and the pain and confusion of dealing with financial matters after a death is minimized.