Probate, Guardianship, and Conservatorship

SWRS has more than two decades of experience assisting clients with navigating the estate probate process after the passing of a family member. We assist the heirs with the most efficient means of gathering estate assets and distributing those assets to the next generation.

Our goal is a long-term relationship with our clients, beginning with their estate plan providing flexibility to craft plans that meet their changing needs, as their businesses evolve and their families grow, and ultimately assisting their heirs with the execution and distribution of their estate. To that end, we work synergistically with SWRS’ other practice areas to protect our clients’ businesses and wealth.

In addition to our probate practice, we also offer guardianship and conservatorship advice and services.  We provide our clients with assistance in establishing a guardianship and/or conservatorship for a family member unable to care for themselves. We also offer guardian and conservator services directly, providing full-service financial and medical decision-making for clients in need.