Estate Planning

  1. Dahl, Fischer & Wilks provides a broad range of estate planning services. We can assist you with a basic estate plan as well as more complex estate planning strategies.  We also offer a variety of probate and estate administration services.

Our Estate Planning services include:

  • Wills
  • Durable Power of Attorney
  • Medical Durable Power of Attorney
  • End of Life Directives
  • Trusts, including Revocable Trusts, Gun Trusts and Contingent Trusts for Minors
  • Conservatorships for adults and minors
  • Guardianships for adults and minors

How we work with our clients:

Our approach is personal. We work one-to-one with our clients. Listening to you helps us establish a future plan that is tailored to your specific needs and goals. We work closely with our clients’ other advisors, such as your CPA, financial advisor and tax attorney, to ensure a thorough and comprehensive estate plan.

Our Probate and Estate administration services include:

  • Opening probate
  • Assisting with issues when probate has been previously opened
  • Drafting documents for court
  • Inventories
  • Proposed schedules of distribution
  • Closing documents
  • We can also assist Personal Representatives of the Estate, Trustees, Beneficiaries and other fiduciaries to address any potential issues with probate.