Estate Planning, Probate, and Guardianship

Together with Wollman, Gehrke & Solomon, whose firm brings 25+ years experience, Knox Levine, P.A. provides the legal counsel you need in the following practice areas:

  • PROBATE ADMINISTRATION – When a loved one passes, it can be difficult to think about many of the important things that need to be taken care of as a result.  Our firm can help the executor navigate the administration of the probate estate, resolving all claims and distributions as was intended under the will, or by state law in the absence of a will.
  • GUARDIANSHIP – Whether looking to protect a minor’s future in case of incident to the parents, caring for an elder who cannot care for themselves, or caring for a person with mental incapacity, we can help guide you through the legal process of appointing a guardian.
  • ESTATE PLANNING – In assisting clients with the preparation of an estate plan, we carefully consider the goals and anticipations of each client individually.  The most common document in the estate plan is the simple Will.  In additional to the Will, the below services are provided to our clients in preparing the estate:
    • Revocable Living Trust
    • Irrevocable Trust
    • Living Will
    • Power of Attorney
    • Health Care Surrogate
  • ELDER LAW – There are many facets of elder law that help an individual plan for their golden years.  It is important to make sure that there are sufficient assets to provide for assisted living, medical, and long term care.  With over 60 years combined experience, our affiliated attorneys provide the highest level of quality, attention, and care, listening to your goals, ideals, and objectives in order to provide the best plan.
  • TRUST ADMINISTRATION – Whether you create a traditional trust or a living trust, there are many responsibilities and duties involved in administering that trust by the appointed trustee.  With an extensive understanding of trusts, estate planning, and probate, the attorneys we work with can work with you to protect your interests and rights.  Whether it be drafting the trust, determining the funding of the trust, managing the trust, or other related issues, we are here to help.
    • Some of the many duties commonly performed by trustees as part of the administration include:
      • Accounting
      • Sending notices to beneficiaries
      • Estate appraisal and inventory
      • Filing income and estate taxes
      • Administering sub-trusts