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Wills, Trusts & Estate Planning

When you build a house, the first thing you put into place is the foundation. Without a solid foundation, you could end up with a house that cracks and falls apart. The foundation for an estate plan is the careful preparation of the core documents that protect you, your family, and everything you have worked to build.

A strong estate plan is more than simply deciding who receives your assets. It is about creating structure, clarity, and protection during life’s expected and unexpected moments. Proper planning can help ensure your wishes are honored, your loved ones are cared for, and unnecessary stress, expense, and conflict are minimized.

For many individuals and families, that foundation begins with documents such as a Will, Financial Power of Attorney, Healthcare Power of Attorney, and Living Will. In many cases, it may also include a Revocable Living Trust, which can help streamline the administration of assets, maintain privacy, and provide continuity in the event of incapacity, or some families may also benefit from Irrevocable Trust planning, which are designed to provide additional levels of protection and long-term planning opportunities.

Just as no two homes are exactly alike, no two estate plans should be either. Every family has different goals, concerns, relationships, and assets. Whether your priorities involve protecting young children, preserving family harmony, planning for incapacity, minimizing taxes, or safeguarding a family business, a thoughtfully designed plan provides stability and peace of mind for the future.

Probate and Trust Administration

Serving as a Trustee can involve significant responsibilities during an already emotional time. Trust administration often includes managing assets, communicating with beneficiaries, handling distributions, maintaining records, and ensuring the trust is administered according to its terms and Pennsylvania law. Our firm assists Trustees through each step of the process to help provide clarity, efficiency, and peace of mind.

What Is a Revocable Living Trust?

A revocable living trust allows you to control the disposition of your assets while you are alive—and provides important protections for your loved ones after you’re gone.

Avoids Probate

Help your loved ones avoid the time, expense, and publicity of probate.

Maintain Control

You stay in control of your assets and can make changes at any time.

Protect What Matters

Help ensure your loved ones, assets, and legacy are protected through a plan designed around your family’s unique goals and needs.

Simplify the Process

Save your family time, stress, and uncertainty during an already difficult time.

What Is an Irrevocable Trust

An Irrevocable Trust is a trust that generally cannot be changed or revoked once it is created, and assets transferred into it are no longer owned by the person who created it, which may help provide protection from creditors, long-term care costs, and estate recovery claims.

Plan Ahead for Long-Term Care

Proactive planning can help protect assets before a health crisis arises.

Preserve Family Assets

Help safeguard your home, savings, and other assets for your loved ones and future generations.

Reduce Exposure to Estate Recovery

Properly structured irrevocable trusts may help limit assets subject to Medicaid estate recovery claims.

Maintain Peace of Mind

Create a plan designed to provide stability, protection, and clarity for your family during uncertain times.

Customized to Your Goals

Every family’s circumstances are different, and irrevocable trust planning can be tailored to meet your unique needs and concerns.

Guidance for Every Family

EPC attorneys have the experience to handle estates of all sizes, from modest homes to millions in assets. We treat every client with care, respect, and personalized attention.

We Work With All Levels of Income and Assets

No two families are the same. We are sensitive to your unique situation and work with clients of all income and asset levels. Our goal is to create a plan that fits your needs today—and grows with you tomorrow.

Every Family

From modest estates to millions in assets, we create plans that fit.

Special Circumstances

Blended families, special needs, privately held assets, and nontraditional families.

Minimize Controversy

We help reduce the potential for conflict and keep your wishes at the center.

Personalized Approach

We evaluate your goals, financial situation, and relationships to guide your decisions.

Our Estate Planning Packages

Choose the plan that fits your needs. Every package includes personalized guidance from our experienced attorneys and ongoing support.

Will-Based Plan

Starting at

Single $1,200 Married $1,800
  • Will
  • Durable Power of Attorney
  • HIPAA Authorization
  • Healthcare Power of Attorney & Living Will
  • Estate Planning Portfolio & Organizer

Revocable Trust-Based Plan

Starting at

Single $3,600 Married $4,200
  • Will-Based Plan PLUS:
  • Revocable Living Trust
  • Funding Instructions & Reports
  • Certification of Trust

Irrevocable Trust-Based Plan

Starting at

Single $5,000 Married $5,600
  • Will-Based Plan PLUS
  • Irrevocable Trust
  • Funding Instructions & Reports
  • Certification of Trust

Enhance Your Plan

Additional planning options to address your unique family and financial situation.

Blended Family Considerations

Special Needs Planning

Tax Planning

Multiple Property Interests

In-home Signing

Business Planning

Additional Services

Not sure which plan is right? We’ll help you decide. Let’s Talk