Estate Planning

We can create a unique plan to meet your personal desires and goals. At Athlon, our estate plans are composed of a full suite of legal documents to help you achieve your planning goals.

Revocable Living Trusts

A revocable living trust is a legal agreement or arrangement that you enter into to plan for the management and distribution of your assets. Trust-based estate plans are often be more desirable than will-based estate plans.

Probate

Probate is a court-supervised process for distributing the assets of a deceased person.  A court will help ensure that the decedent’s debts are satisfied and that the lawful heirs receive clear title to the probate assets.

Trust Administration

When a loved one passes away, the trustee is responsible for carrying out the terms of the trust. We help trustees understand their responsibilities, comply with legal requirements, and distribute assets to beneficiaries as smoothly and efficiently as possible.

Asset Protection

Do you work in a high-risk profession or operate a business with substantial liability exposure?  Do you worry that your personal assets are at risk in the event of a lawsuit? We can design and implement plans to help you minimize the exposure you face.

Business Succession Planning

Do you have a plan in place to ensure that your business will continue to run smoothly in the event of your death or incapacity? A sound plan will help ensure that the legacy you have created will continue for generations.

Not sure what service you need? We can help.