Swain Trusts & Estates can help you with all your estate planning related needs, whether you need to update an older plan, start the estate planning process or probate a relative’s estate. Our experience with clients with estates of all sizes makes us uniquely suited to help address your needs.  Swain Trusts & Estates has a comprehensive intake process so that we can gather all the information needed to provide individualized and cutting-edge planning or administration advice.  We work with you to determine your specific goals for your family and your assets and develop a plan to achieve those goals. 

We consider a complete estate plan to include a revocable trust, last will and testament, advance directive for healthcare and durable power of attorney.

We can evaluate your personal risk and your vulnerable assets and provide advice on protecting those assets from third party claims.

We routinely advise high net worth clients on estate planning techniques designed to reduce exposure to estate tax.

If accept the responsibility of serving as a Personal Representative or a Trustee we can provide comprehensive advice on fulfilling your duties while serving as a fiduciary.

If your loved one passes away with assets titled in their individual name, we can help you evaluate the options for conveying title to the decedent’s heirs, legatees or devisees. The options include:

We can provide advice on including philanthropic goals in your estate planning documents or create the appropriate vehicle for lifetime giving, including the formation of a private foundation or charitable trust.