We deliver custom estate planning services specific to your individual needs.

Whether it’s drafting a will, establishing Power of Attorney for a loved one or completing a health care directive, planning for the future – whatever it may bring – is the smartest way to protect your family and assets during uncertain times. At Eckberg Lammers, we deliver custom estate planning services specific to your individual needs so you can enjoy peace of mind today and avoid unnecessary stress tomorrow.

 

Estate Planning

When you develop an estate plan with Eckberg Lammers, you are proactively ensuring that your assets are protected and distributed to the beneficiaries according to your wishes, both during your life and after death. You’re also helping to minimize potential tax and financial burdens for your family.

  • Wills
  • Revocable Trusts
  • Irrevocable Trusts
  • Insurance Trusts
  • Estate Tax Planning
  • Legacy Planning
  • Charitable Trusts
  • Powers of Attorney
  • Health Care Directives
  • Guardianships
  • Conservatorships
  • Special Needs Trusts

 

Probate & Trust Administration

Whether you’re working with the courts to transfer assets out of a deceased loved one’s name or following the directives of a pre-existing trust agreement, Eckberg Lammers can help you navigate the often complex – and sometimes delicate – issues that arise when closing an estate after death.

  • Asset analysis and administration
  • Formal & Informal Probate
  • Supervised and Unsupervised Probate
  • Estate Inventory, Accounts and Distribution
  • Debt Assessment & Notice to Creditors
  • Trust AdministrationAsset Transfer assistance
  • Estate Fiduciary tax return preparation and assistance

Our Estate Planning, Trust & Probate Team

Patrick Boley LL.M.

Jade Klemmensen

Guides & Forms

Minnesota

Estate Planning Guide – Minnesota

Estate Planning – MN Personal Rep Instructions

Estate Planning – MN Probate Intake Form

Wisconsin

Estate Planning Guide – Wisconsin

Estate Planning – WI Personal Rep Instructions

Estate Planning – WI Probate Intake Form

In Our Clients’ Words

Legal matters are never easy to deal with, and then add these times of uncertainty and it becomes very stressful. This was not the case in my will and directives planning. The team made what I expected to be a complicated drawn out process into a smooth well informed result that not only accomplished our end goal, but made me and my father feel comfortable and kept us informed.
S.W.
Thank you. You, and everyone else from your office has been beyond helpful. I couldn’t have done all this without the great guidance and support from your team.
C.Z.
Thank you once again for your professionalism and your caring ways. You treated me with such respect and this case was so grueling and went in so many directions but we pulled through. Thank you Patrick you are an asset to Eckberg Lammers.
Estate Planning Client