Estate Planning

What are the most important things in your life?  If you are like most they probably involve your family and those you care about: the people you love.  One of the most meaningful accomplishments you can pass on to them is ensuring that your estate is protected when you pass away.

Bane O’Leary LLC can help you protect your estate. Through our process we will design a plan that ensures an efficient settlement of your estate based on your goals and desires.

Our in-house estate planning attorneys utilize the most up-to-date estate planning tools and techniques so that we can provide you peace of mind that your estate will go to those you care about the most. 

Included in an Estate Plan:

  • Case Design Revocable Trusts
  • Trust Notebook Pour over Will
  • Certificate of Trust Durable Financial Power of Attorney
  • Specific Gift Forms Living Will
  • Memorial/Burial Instruction Forms HIPPA Authorization
  • Summary of Trust/Glossary/Document Locator Forms
  • Annual Reviews
  • Settlement for an Outright Distribution

Advisory services offered through Bane O'leary LLC, a Registered Investment Adivsor in the States of Minnesota and Arizona

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Bloomington Offices
8000 Norman Center Drive
Suite 230
Bloomington, MN 55437
952-236-4213

Denver-Ft. Collins Offices
12303 Airport Way
Suite 200
Broomfield, CO 80021
970-372-4823

Scottsdale Offices
7047 E Greenway Pkwy
Suite 250
Scottsdale, AZ 85254
480-281-2024

info@baneoleary.com
     
 

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