ESTATE SETTLEMENT

The Estate Settlement Program® provides you comfort and clarity when administering a loved
one’s probate or trust administration

LEARN MORE ABOUT ESTATE SETTLEMENT

Click on each icon below to learn more about the seven steps in our customizable medicaid assessment/application process.

Nothing is more difficult than losing a loved one. Lawyers ask you to sign legal documents, CPAs discuss tax returns and your financial advisors discuss repositioning asset portfolios. These are the people that you least want to deal with in your time of grief.

The Estate Settlement Program® was developed by board certified attorneys with decades of experience. It consists of seven modules designed to lead you through your loved one’s probate and/or trust administration. You remain in control of all decisions, yet our experienced legal team guides you every step of the way, helping you navigate an otherwise complex legal, tax and financial world.

Our Team of Qualified Wills, Trusts & Estates Attorneys

Kenneth J. Simmons, Jr.

Your Goals.  Your Plan.  I think these four words really capture the key principals that our practice is built on, which are:  a) That every client has unique goals, dreams and concerns; b) That there is no such thing as a “one size fits all” solution when it comes to estate planning; c) that our most important job is to listen to and learn from our clients to understand what they want their estate plan to accomplish.  It is through this learning process that we can then create a customized estate plan designed to meet the personalized goals of each and every client.” 

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Marco A. Schiavo

“I believe that 95% of our job is listening.  Our firm’s objective is to address all of our clients’ concerns and accomplish their goals by providing a personalized estate plan designed to fit their specific needs which includes preserving the wealth that they have accumulated throughout the years. We believe firmly that estate planning is not a one-time event. As life changes, the plan should change with it.  We believe in developing lifelong relationships with our clients so that they see us as not just advisors, but also as trusted friends.” 

Learn More about Attorney Schiavo

Our Team of Qualified Wills, Trusts & Estates Attorneys

Kenneth J. Simmons, Jr.

Your Goals.  Your Plan.  I think these four words really capture the key principals that our practice is built on, which are:  a) That every client has unique goals, dreams and concerns; b) That there is no such thing as a “one size fits all” solution when it comes to estate planning; c) that our most important job is to listen to and learn from our clients to understand what they want their estate plan to accomplish.  It is through this learning process that we can then create a customized estate plan designed to meet the personalized goals of each and every client.” 

Learn More about Attorney Simmons

Marco A. Schiavo

“I believe that 95% of our job is listening.  Our firm’s objective is to address all of our clients’ concerns and accomplish their goals by providing a personalized estate plan designed to fit their specific needs which includes preserving the wealth that they have accumulated throughout the years. We believe firmly that estate planning is not a one-time event. As life changes, the plan should change with it.  We believe in developing lifelong relationships with our clients so that they see us as not just advisors, but also as trusted friends.” 

Learn More about Attorney Schiavo