Trusts and Estates

Serenna offers a variety of trust and estate services:

Estate Planning

• Estate plans that correspond to life stage, family composition, asset profile, and intended beneficiaries

• Elder Law consultations

• Draft Advance Directives, including:

  • Last Will and Testament

  • Health Care Proxy

  • Living Will

  • Power of Attorney

• Download a copy of Serenna’s Estate Planning Questionnaire here.

Estate Administration

• Probate/administration petitions required for Estate Administration and Probate

• Petition for recovery of real property

• Fiduciary representation

• Beneficiary representation

Trusts

• Revocable & Irrevocable Trusts

• Supplemental Needs Trusts

• Funding advice