Estate Planning and Probate Lawyer in the Twin Cities
Extensive Experience in Estate Planning, Asset Protection and Probate Administration
At the Law Office of Sally K. Mortenson, in Burnsville, Minnesota, we bring over 33 years of experience to individuals who are seeking to establish an effective plan for the protection and distribution of their assets. We understand that making decisions about what will happen in the event of your death can be difficult. We take a friendly and caring approach with our clients, using the knowledge and skill we have developed over three decades to help you put together a cohesive plan that protects your estate and your loved ones.
To set up an appointment, contact our office or call us at 952-314-4296 (toll-free at 888-745-2619).
Our Estate Planning Practice
When you hire us to help you prepare an effective estate plan, we will start by listening carefully and gathering as much information as possible about your financial situation, as well as your estate planning goals. We will then carefully explain the different strategies for helping you meet your objectives, from the use of wills or trusts to the re-titling of assets, lifetime gifts, and the creation of a limited liability company (LLC). We will then recommend the approach that we believe best fits your situation.
Once you have determined how you want to proceed, we will prepare and execute all the documents necessary to put your plan in place, including:
- Wills (fill out our wills questionnaire)
- Trusts (fill out our trusts questionnaire)
- Powers of attorney
- Healthcare directives
- Supplemental needs trusts
We also provide trust administration counsel to trustees.
Our Probate Practice
We work with executors, administrators, personal representatives and heirs, helping make the probate process as trouble-free and painless as possible. We will help you quickly and cost-effectively meet the requirements of the probate court, so that you can settle the estate of a loved one and oversee the orderly distribution of assets in accordance with the terms of a will. We also handle disputes that arise during the probate process, including will contests.
Contact Our Office
To schedule a confidential consultation, contact us by e-mail or call us at 952-314-4296 (toll-free at 888-745-2619) to set up an appointment. We are located in the Ames Business Center, at the northeast corner of County Road 42 and Judicial Road. Enter Door C for access to our suite. We can also meet with you in St. Paul, Edina or in your home. We accept Visa and MasterCard.