Will and Trust Services

in Cleveland & Northeast Ohio

WILLS AND TRUSTS

Planning for the future isn’t just about protecting what you have — it’s about making things easier for the people you care about. Whether you’re building your estate plan for the first time or updating documents after a divorce or major life change, we help you create clear, legally sound plans that reflect your wishes.



We provide will and trust services to individuals and families across Cleveland, Independence, Akron, Westlake, Beachwood, and surrounding communities.

Why Estate Planning Matters

CREATE CERTAINTY FOR YOUR FAMILY

Without a valid will or trust in place, Ohio’s default laws determine what happens to your assets — often in ways you wouldn’t choose.


We help you control what happens to your property, protect loved ones, and minimize stress and confusion after you’re gone.

WILLS

A will allows you to name:

  • Who receives your property
  • Who serves as guardian for your minor children
  • Who manages your estate during probate



We draft customized wills that meet all Ohio legal requirements, reflect your current priorities, and make the probate process as smooth as possible.

TRUSTS

Trusts allow you to manage assets during your lifetime and distribute them privately, outside of probate, after your death.


We help clients establish:

  • Revocable living trusts
  • Special needs trusts
  • Trusts for minor children
  • Asset protection trusts



We’ll help you understand whether a trust is appropriate for your goals and guide you through proper funding and administration.

UPDATING ESTATE PLANS AFTER DIVORCE

If you’ve recently divorced or experienced a major life change, it’s critical to update your estate plan.
We assist clients in revising wills, trusts, beneficiary designations, and powers of attorney so they reflect your current wishes — not your former spouse.

INHERITANCE & PROPERTY DISPUTES

In addition to planning services, we assist clients in select trust and estate disputes, including cases involving contested wills, improper asset transfers, or breach of fiduciary duty.


We provide strategic representation focused on resolving disputes efficiently and respectfully.

Who We Help

We work with:

  • Individuals creating an estate plan for the first time
  • Parents wanting to name guardians or provide for young children
  • Divorced individuals updating prior documents
  • Clients with blended families or nontraditional family structures
  • Beneficiaries or fiduciaries involved in trust litigation

OUR APPROACH

  • We listen first, then help you build a plan around what matters most
  • We draft legally sound documents that are easy to understand
  • We walk you through funding trusts and updating related accounts
  • We make sure your plan works now — and in the future

FAQs

  • What’s the difference between a will and a trust?

    A will directs how your assets are distributed after death and goes through probate. A trust can manage and distribute assets privately, without court involvement, during life or after death.

  • Do I need a will if I already have a trust?

    Yes. A “pour-over” will ensures any assets not titled in your trust are still handled according to your wishes. A trust and will often work together.

  • How often should I update my estate plan?

    You should review your will and trust every 3–5 years, or after major life changes like divorce, remarriage, births, or significant financial shifts.

  • What happens if I die without a will in Ohio?

    The state’s intestate succession laws determine who inherits your assets, which may not reflect your wishes. Creating a will prevents this uncertainty.

  • Can I update my estate plan after a divorce?

    Yes — and you should. We help clients update wills, trusts, and beneficiary designations to remove former spouses and reflect current intentions.

Have any more questions?

I WILL GIVE YOU HONEST ADVICE.

We don’t sugarcoat the truth — we give clear, honest advice.

I WILL PROVIDE YOU WITH CLEAR PRICING.

We explain costs upfront so there are no financial surprises.

I WILL LISTEN TO YOU FIRST.

We listen first, then guide you through your legal options.

TOGETHER, WE'LL FOCUS ON YOUR FUTURE.

We focus on practical outcomes that position you for a stronger future.