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Wills & Estates

Wills and Trusts:

Whether you need to make a will for the first time, you need to amend your will through a codicil, or you want to completely redo your already existing will, our firm can assist you with meeting your goals. The attorneys at Palumbo & Bertrand, P.A. have experience with drafting everything from basic wills to pour-over wills, which ensure your assets are properly transferred into a trust. Our firm can also help you create a variety of trusts, including revocable and irrevocable trusts, educational trusts, and even pet trusts.


Powers of Attorney:

Our firm has experience with drafting powers of attorney for many purposes. A limited power of attorney allows an individual to act on your behalf for a specific purpose. Whereas, a durable power of attorney gives individual broad powers to act on your behalf, even if you become incapacitated.


Advanced Medical Directives:

Our attorneys can help when you need to appoint someone to make medical decisions on your behalf by executing a health care surrogate designation or if you simply want to make your medical decisions known through a living will. Our firm will ensure your choices are clearly set forth and executed pursuant to Florida, New York or Pennsylvania law.


Estate Administration and Probate:

When an individual dies, and there are assets that were not left in trust or jointly titled, the beneficiaries of the individual’s estate have to petition the court to get access to those assets. Whether you are seeking to be appointed to manage the estate, or you are a beneficiary that wants to ensure that you receive what you are entitled to, we can help you navigate the process.

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