Trust & Estate Planning and Probate

Plan with confidence. Protect what matters most.

Estate planning isn’t just for the wealthy — it’s for anyone who wants to ensure their family, their assets, and their wishes are protected. At Oertel, Koonts & Oertel, we guide clients through the estate planning process with care, clarity, and compassion, making sure every document reflects your intentions and gives you peace of mind.

Whether you’re planning for the future or managing the affairs of a loved one, our team is here to help you navigate life’s important transitions with confidence.

Our Estate Planning and Probate Services

  • Wills & Trusts
    We help you create personalized documents that protect your loved ones, define how your assets are distributed, and eliminate unnecessary legal headaches later on.
  • Powers of Attorney & Health Care Directives
    We’ll guide you through important decisions about who can make financial or medical choices on your behalf. We ensure your wishes are honored, no matter what the future holds.
  • Probate & Estate Administration
    Losing a loved one is hard, and dealing with residual legal issues can add even more stress to the situation. We work closely with families and executors to streamline the process by managing estates efficiently and compassionately, from probate filings to final distribution.
  • Business Succession Planning
    If you own a business, we can help you build a transition plan that preserves your legacy and supports the next generation of leadership.

Why Clients Trust Us

We know these conversations can be emotional and complex. That’s why we start with listening. Our attorneys take time to understand your values, family dynamics, and long-term goals, and then we create a plan that works for you. You’ll leave our office with more than just documents; you’ll leave with clarity, comfort, and a trusted legal partner.

What Can We Do to Serve You?

If you need assistance with estate planning or probate concerns, reach out to us today.

David Stephens

Need Help?

If you have questions or a legal issue you’d like to discuss, or if you’d like to get started, contact us today.