Our Services
Estate planning is the process of safeguarding your family and your finances and strategizing to ensure that your plans for them are carried out in line with your wishes. At Olive Avenue, we help you to achieve peace of mind by crafting a tailored estate plan that reflects your current needs and protects your future legacy. We counsel individuals and families through a review of their personal and financial situation and work together with them to identify the available options.
Wills
A Will is an essential part of a well-crafted estate plan. It is a document that a person prepares in which they set out how they want their assets to pass when they die.
Trusts
A trust is an agreement that gives an individual or an institution the authority to hold legal title to assets while managing them for the benefit of others. Trusts can help you ensure that your assets are distributed and managed according to your wishes.
Powers of Attorney
Powers of Attorney for Health Care and Powers of Attorney for Property are documents in which you name another person to act on your behalf if you are unable to do so.
Amendments to Existing Estate Plans
Make changes to existing estate plans to account for changes in your life.
Coaching and Review of Current Estate Plans
We provide coaching to those interested in the estate planning process and coaching with the critical review for those who already have an estate plan in place.
Transfer on Death Instruments
Thoughtful estate planning involves review of beneficiary designations on payable-on-death (POD) accounts, transfer-on-death (TOD) accounts, retirement assets, and life insurance policies.
Estate Administration
If you have been named the personal representative of an estate, let us guide you through the estate administration process to help you navigate the probate process and satisfy your fiduciary duties.
Trust Administration
If you have been appointed as a Successor Trustee or are currently acting as a Trustee, Olive Avenue will work with you to ensure that the Trust is administered in a timely and professional manner in line with the terms of the Trust Agreement.
Our Fees
At Olive Avenue, we believe that you should understand what you are paying before you decide to engage us. In most cases, we bill our clients based on a flat-fee structure. Please note that our Fee Schedule provides estimates for our estate planning services. The cost of our services is influenced by the complexity of the plan and each client’s unique needs. Please contact us directly to learn more about our fee structure for estate and trust administration.
