Estate & Trust Planning
Wills, Trusts, and Powers of Attorney
Estate & Trust Planning for Families and Business Owners
We help individuals, families, and business owners protect what they have, name who decides, and put documents in place while there is still time.
That work includes wills, trusts, powers of attorney, and related planning, coordinated with real estate, business, and charitable gifts when those are part of the picture.
Looking for an Estate & Trust Planning Attorney Near You?
Call or message us to talk through your situation.
Comprehensive Estate Planning Services
Wills & Foundational Planning Documents
These are the documents that say who decides and who receives if something happens to you.
- We prepare last wills and testaments that clearly state how your assets should be distributed and who should serve as executor.
- We draft durable powers of attorney so someone you trust can manage your affairs if you cannot.
- We prepare health care powers of attorney so your medical wishes are documented and followed.
- We prepare living wills and advance directives that record your care preferences.
- A will can also name guardians for minor children and catch assets that were never moved into a trust.
Trust Planning & Advanced Structures
A trust can hold assets during your lifetime and often allows them to pass outside of probate, with more control over timing and conditions.
- We draft revocable living trusts so assets can transfer according to your instructions.
- We structure irrevocable, testamentary, special needs, and charitable remainder trusts when your goals call for them.
- We design asset protection trusts to help preserve wealth for the people and causes you care about.
- We work with your financial advisors and accountants so trusts are funded and aligned with your overall plan.
Tax, Gifting & Charitable Planning
The same plan can account for taxes, gifts, charitable work, and the assets that have to be titled correctly.
- We plan with an emphasis on tax implications, gifting, and how wealth moves during life and at death.
- We advise on legacy planning, family governance, and the due diligence that belongs with a transfer of business or real estate interests.
- Real estate that belongs in a trust should be coordinated with the transaction work.
- Private foundations and charitable organizations can be written into the same plan.
- When a loved one has already passed, probate and trust administration is the next step.
How It Works
- Initial Consultation — We meet to understand your assets, goals, and concerns.
- Strategy Development — We design a tailored estate plan aligned with your objectives.
- Drafting Implementation — We prepare and finalize all necessary documents and ensure proper execution.
- Ongoing Review — Life changes. We remain available to update your plan as circumstances evolve.
Why Choose Mezher Law for Estate Planning?
- Experienced Counsel — Our attorneys handle estate planning, trust structuring, and the documents that put those plans in writing.
- Strategic & Personalized Approach — We take time to understand your family, your assets, and what you want the documents to do.
- Comprehensive Perspective — Because our firm also handles business law, real estate, nonprofit formation, and litigation, estate work can sit next to those matters.
- Clear Documents — We explain the documents and next steps in plain language.
FAQs
It is better to plan while you have time and options. Marriage, children, a home, a business, or aging parents are all common reasons to put documents in place, and we can also help if you already have a plan that needs to be updated.
A will directs how assets in your name are distributed and typically goes through probate. A trust can hold assets during your lifetime and often allows them to pass outside of probate, with more control over timing and conditions.
Yes. A will can name guardians for minor children and catch assets that were not transferred into the trust. The two documents usually work together.
Review it after major life events, and at least every few years. Births, deaths, divorce, a new business, or a move can all mean your documents no longer match your wishes.
Assets in the decedent’s name generally go through probate and are distributed under Ohio intestacy law if there is no will. A current estate plan is how you choose those outcomes in advance. If a death has already occurred, our probate and trust administration team can help with the court process.
Start Your Estate Plan
Tell us what you want to protect. We will review your situation and explain the documents and next steps that fit your family and goals.