Schwulst & Roseberry, P.C.
Estate Planning & Administration

Lawyers in Bloomington, Illinois: Estate Planning and

Probate

Honest and Straightforward Representation Since 1971

At the law office of Schwulst & Roseberry, P.C., we provide straightforward and

honest counsel to individuals and families throughout the Bloomington-Normal

area who want to plan for the distribution of assets or the care of minor children

in the event of death. We also help executors, administrators and personal

representatives navigate the probate process and successfully settle the estate of

a loved one. We understand that every estate matter is unique and take the time

to listen carefully to your concerns, so that we can identify and implement

solutions that meet your individualized needs. We have extensive trial experience

and can handle any estate litigation that may arise. For a free half-hour initial

consultation, contact our office via e-mail or call us at 309-807-0505 (toll-free at

866-416-7876).

Our Estate Planning Practice

When you hire us to help you prepare for the distribution of your property at

death, we will provide a comprehensive estate planning package tailored to meet

your needs. We will gather the necessary information to understand fully your

financial situation, as well as your specific goals. We will carefully explain the

different strategies available to help you meet your objectives, including the use

of wills and trusts, the re-titling of assets, and the use of lifetime gifts to transfer

property. Our focus, when putting together your estate plan, will be on facilitating

the orderly distribution of your estate in accordance with your wishes, with

minimal tax consequences.

Estate planning is not just planning for your death; we also help clients make

healthcare and asset management plans in the event of their incapacity. Planning

now can prevent confusion and stress for loved ones if you are unable to make

decisions for yourself in the future.

Once you have decided the best estate planning approach to meet your needs,

we will prepare the documents you need to put your plan in place, including wills,

trusts, powers of attorney, living wills and healthcare powers of attorney. We can

prepare revocable or irrevocable trusts, living or testamentary trusts, or special

needs trusts. We will also handle all matters necessary to put a guardianship in

place, whether for a minor child or a disabled adult.

If you need assistance with Medicaid or Social Security planning, we will refer you

to qualified counsel.

Our Probate Administration Practice

We work with executors, administrators and personal representatives, handling

all matters required to help you complete the probate process and settle an

estate, from the appointment of an estate representative to the final distribution

of assets. We will prepare and file all documents required to complete the

process and will act as your advocate in all hearings or proceedings with the

probate court. We will help you:

•Prepare and file an inventory of the assets of the estate

•Obtain valuations of estate property, if necessary

•Satisfy the final debts of the estate

•Prepare and file all estate tax returns, working with a CPA, if necessary

•Oversee the orderly distribution of the assets of the estate

•For small estates, we will help you through an expedited process.

We also handle any litigation arising out of probate administration, including will

contests, allegations of undue influence or lack of capacity, and trust litigation.

For honest and straightforward advice from an experienced lawyer, contact us

via e-mail or call us Toll Free at 855-217-6003 to set up an appointment. The first

half hour of consultation is free of charge.

Our offices are open from 8:30 a.m. until 5 p.m., Monday through Friday. We are

located across the street from the U.S. Cellular Coliseum, just a block from the

county courthouse. Off-street parking is available.

Schwulst & Roseberry, P.C. |  407 West Front Street, Suite 2 | Bloomington, IL |61701 | Toll Free: 855-217-6003  
    Toll Free Phone (855) 217-6003

 

Office Location

Schwulst & Roseberry, P.C. 407 West Front Street, Suite 2 Bloomington, IL 61701 Toll Free Phone: 855-217-6003 Fax: 309-829-3014 Map & Directions  FREE PARKING
   

Serving the Following Areas

Schwulst & Roseberry, P.C., provides comprehensive litigation and trial rep- resentation throughout the Bloomington Normal area of central Illinois, including McLean County, DeWitt County, Logan County, Tazewell County, Woodford County as well as the communities of Clinton, Lincoln, Eureka, Pontiac, Pekin and Farmer City.