Estate Planning

Estate planning is a critical step in creating the official documentation you need to establish how your assets will be handled both during your life and after your death. 

To assist during your lifetime, Durable Financial Powers of Attorney and Health Care Powers of Attorney along with Living Wills can be created to designate an Agent to make financial and medical decisions on your behalf. A Last Will and Testament will allow you to detail the recipients of your probate assets upon your death. A Revocable Trust allows you to establish a trust that contains your assets, identifies the beneficiaries, and have those assets pass to them upon your death while avoiding the probate process.

Zacks Trust & Estate Law can prepare these documents and facilitate their execution to ensure that your assets are effectively and efficiently distributed according to your wishes.

  • We deeply appreciate Jillian's expertise and empathy towards our family and extended family over the past decade. Planning the future for a child with special needs is a daunting task. Knowing that Jillian is guiding us gives us immense comfort and peace of mind. Thank you for being our steadfast support.

    Dave and Deborah Levy

  • Jillian was a wealth of knowledge for my husband and myself. She's very attentive and considerate to our particular needs.

    Robin R.