Estate Planning

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Wills & Trusts - Your Future. Your Legacy. Safeguarded.

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At Jweinat Law Group, we help individuals and families take control of their future with thoughtful, customized estate planning. Whether you’re preparing a simple will or need a more comprehensive trust-based plan, we ensure your wishes are clearly documented and legally protected. We craft estate plans tailored to your goals—protecting your loved ones, preserving your assets, and minimizing future burdens.

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Our estate planning services include:

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Wills

Revocable Living Trusts

Durable Powers of Attorney (DPA)

Advance Health Care Directives

Guardianship Designations

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Wills

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What Happens If You Pass Without a Will? If you die without a will, your assets don’t just disappear—but you lose control over who receives them. Instead, state law takes over, distributing your property according to a legal formula called intestate succession. Generally, your closest relatives—such as your spouse and children—are first in line. If none exist, the court will look to parents, grandchildren, or other relatives. If no family members can be found, your property may end up in the hands of the state.

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While having a will isn’t legally required, not having one means you give up the chance to decide:

Who inherits your assets?

Who manages your estate?

Who becomes guardian of your children (if applicable)?

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Too often, the default rules don't reflect what the person would have truly wanted. That’s why creating a will—even a simple one—is one of the most important things you can do to protect your loved ones and your legacy. It’s never too early—or too late—to plan ahead. Let’s create a plan that gives you peace of mind and protects those who matter most.

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Trusts

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Estate planning and asset protection doesn't end with creating a will. A trust enables you to have total control over your wealth, as you are able to specify exactly how you would like your assets to be handled in the future when you cannot all while avoiding the additional cost, delay, complication, and publicity of probate.

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There are many types of trusts, but each is designed to give you complete control over who gets your assets, when they get your assets, and how they get your assets after you are gone. Whether you are looking to ensure that your loved ones are provided for after you are gone or you are interested in contributing to your favorite charity, our estate and trust lawyers can help you determine which option best meets your current and future needs.

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Revocable vs. irrevocable trusts

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While there are many types of trusts, all fall into one of two categories: revocable or irrevocable. Revocable trusts, also called living trusts, enable you to arrange for how your assets will be distributed upon your disability or passing but also allows you to control your assets during your life. This flexibility extends even further, giving you the power to dissolve the trust entirely at any point if you so desire. These trusts can help your beneficiaries avoid the lengthy probate process upon your death; however, your assets included in the trust will still be subject to estate taxes.

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Conversely, the main benefit of irrevocable trusts is that they transfer your assets in a way that typically protects them from both probate and estate taxes. However, once this type of trust has been executed, you lose control over the assets and cannot change or dissolve the trust at any point.

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We have  experience with many types of revocable and irrevocable trusts, including:

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Charitable trusts

Credit shelter trusts

Testamentary trusts

Irrevocable living trusts

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Do I need a lawyer to set up my trust?

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It is possible to create a trust without the assistance of an attorney. However, retaining an attorney who specializes in trust and estate law allows you to use their experience and knowledge to set up a secure and legally sound trust. Additionally, you may have a unique situation or specific questions that are best answered by an experienced trust lawyer.  You should consult with a lawyer if:

You want to set up a trust for a special needs loved one

You have a high net worth estate

Your estate plan includes complex arrangements, such as generation skipping

You have questions about how state law will impact your trust

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Probate - Guiding You Through a Difficult Time.

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Losing a loved one is hard enough without the stress of navigating the legal system. When a person passes away without a trust, their estate often goes through probate—a court-supervised process that can be complex, time-consuming, and emotionally draining. At Jweinat Law Group, we help executors and family members handle probate with compassion and efficiency. Whether the estate is straightforward or involves significant assets, we manage the legal process so you can focus on what matters most.

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We assist with:

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Court filings and required notices

Asset identification and valuation

Creditor claims and debt resolution

Distribution to heirs and beneficiaries

Let us take the legal weight off your shoulders during a difficult time.

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Trust Administration - Protecting Your Role. Honoring Their Legacy.

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When someone passes away with a trust in place, the successor trustee is responsible for carrying out its terms and managing the estate. But trust administration still involves legal obligations—and potential liability. At Jweinat Law Group, we guide trustees through the process, helping you fulfill your duties while avoiding missteps. We work closely with you to ensure all assets are properly managed, beneficiaries are treated fairly, and the trust is administered smoothly.

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We help with:

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Notices to beneficiaries

Asset transfer and titling

Trust accountings

Tax and legal compliance

Final distributions

In addition to overseeing trust administration, we are able to provide you with strong legal representation during trust litigation. Whether the trust is simple or complex, we’re here to protect you and the legacy you’ve been asked to steward.