Wills and Trusts
Everyone has an estate, whether you know it or not. Your estate is everything you own, your “stuff” and you need a plan. Whether you are planning with a Will or a Trust, having an estate plan is crucial to ensure your wishes are carried out. Our experienced attorneys can help create a plan that not only accomplishes your goals, but also give you expert advice for effective strategies to protect yourself, loved ones and your hard-earned investments.
Trust Administration & Probate
Losing a loved one is never easy and administering an estate can be complex. We not only create Wills and Trusts, but we also do estate and trust administration. We assist personal representatives and successor trustees with the responsibilities they have upon the death of a loved one. Let us help you address any issues that may arise in the course of probate or trust administration.
Events
Our experienced attorneys are trained in complex areas of the law, including wills & trusts, probate, trust administration, tax, real property, and debtor-creditor. We frequently present on a range of topics to accountants, attorneys, financial planners, insurance agents, business associations, special-interest groups and the public.
Why You Should
Trust Us,
Our Values
For five decades, Morris Hall has been providing quality legal services for its clients seeking opportunities to preserve wealth and estate assets through estate preservation plans. In fact, estate planning, asset preservation and probate law have been our only areas of practice.
We are proud to have helped thousands of individuals of all levels of wealth and assets, people concerned about protecting their families from the devastating legal and financial effects of disability and death.
Download Our Free Estate Planning Worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be
one step closer to getting yourself and your family on the path to a secure and happy future.
Client Testimonials
“Been with Morris Hall for years. From day one to now we have had nothing but the best professional service and a feeling that we were being handled as part of the family. They make the legal part intuitive even to our parents who are well over their 80’s and 90’s. Recently, made use of the medical paperwork since Dad turned sick and we had to deal with the hospital and care services. Medical paperwork made it simple and efficient to meet his wishes. Would recommend to anyone and have done so to many of my friends and family.” -SJ
“For years my Mother’s Trust has been handled my Morris Hall. My mother always felt assured they were looking out after her best interest . After her passing , I also used Morris Hall. This was one of the best decision I have made in my life . Now I know why my Mother felt so confident with them. Lisa Wynn handled my case. What a superior job she did and making my Mother wishes come true. Lisa was very patient ,understanding and Professional . She made one of the most difficult times in my life, go by a lot smoother. I also put my trust Morris Hall for my Estate wishes.” -JN
“Very happy with the professional, knowledgeable, and experienced team at Morris Hall. When it was time for my wife and I to establish a trust for our family, there was no question in our minds that we would get the best service and function trust for our needs through Morris Hall. A third generation customer (my grandparents and parents were clients before us) I knew they had the skill set and experience to ensure we had everything we needed for a family trust.” -MB
“Morris Hall recently established a trust for my wife and I. We had previously had a trust done in another state and were updating the trust. Turns out, the trust done in the other state was, in essence, not complete and some assets were not in the trust (contrary to our understanding). Wendy and Adriane walked us through the trust process and were very professional in doing so. I am confident that the trust is now correct as we desire. Thanks for helping us.” -RH
Our Legal Practice Areas
Wills
A will is a legal document that allows you to choose who will manage your affairs and how your estate will be distributed after you are gone. Many people however do not realize that a will still requires probate.
Trusts
A trust, is an alternative to a will. A trust is a document that benefits you during your lifetime and at death, allows you to plan the management of your estate during your lifetime and it directs how your assets should be divided at death. Unlike a will, a trust is a private document, which means it can be administered without court involvement.
Trust Administration
Trust Administration is the process, after the death of a spouse or parent who created the trust. Trust Administration has a clearly defined path for the administrator. Proper administration is essential to avoiding unnecessary delay, expense, and income and estate tax implications.
Probate
Probate is a judicial process whereby a will is “proved” in a court of law. The probate process is overseen by a judge while the personal representative settles the estate.
Tax Planning
Integrating tax planning with your estate plan is critical to avoid paying unnecessary and excess taxes. Our experienced attorneys can draft a plan to integrate and optimize effective tax and estate planning strategies.
Advanced Planning
With our advanced planning team you will have access to a team of knowledgeable estate planning lawyers, licensed financial planners and certified public accountants, all focused on one thing — keeping your success in your family for generations to come.
51 Years Of Experience
Since
1970
Company
Established
More Than
35,000
Estate Plans
Created Since 1993
Over
10,000
Trusts & Probate
Estates Settled
More Than
Billions
of Dollars Protected
Recent Blog
