Practice Area

Estate Planning & Trusts

Estate planning, wills, trust creation and administration, family succession, and powers of attorney, coordinated with the advisors who matter.

Overview

A focused view of the work.

An estate plan is a conversation about what matters most, family, values, and the future of what you have built. We help clients design plans that are complete, durable, and easily understood by the people who will carry them out.

Scope

What we advise on.

Wills and durable powers of attorney

Trust creation and administration

Wealth transfer and legacy planning

Family business succession

Gifting strategies and beneficiary designations

Health-care directives and advance planning

Coordination with financial, tax, and insurance advisors

Common Matters

Questions clients bring us.

01You have no will, or one written decades ago
02Beneficiary designations that no longer match your wishes
03A business that needs a plan for the owner's exit or incapacity
04Trusts that need revisiting after a change in family circumstances
05Preparing children or a successor to handle wealth
06A move across state lines that complicates existing documents

Our Approach

Careful work, plainly explained.

Good estate planning rarely turns on aggressive strategy; it turns on completeness and clarity. We take the time to understand family dynamics and long-term objectives before recommending structures.

We also keep plans current. Changes in family, business, and law all argue for periodic review, and we build that discipline into how we work with clients.

Discuss your matter

The Team

Attorneys who work in this area.

01Olivia BennettSenior Counsel 02Williams CummingsManaging Partner

Preparing an Estate Plan That Fits Your Family

The documents matter, but the decisions and the coordination matter more. A practical look at building a plan that will actually work.

Olivia Bennett · May 11, 2026

Corporate & Commercial

Business Succession Planning for Closely Held Companies

A succession plan coordinates ownership, governance, and estate documents so the business survives its founder's exit, however it arrives.

Olivia Bennett · March 9, 2026

Begin the Conversation

Considering estate planning & trusts matters?

We are glad to discuss your situation in confidence and help you decide what comes next.

Discuss a Matter