Estate Planning & Trust
At Montgomery, Elsner & Pardieck, we provide guidance, clarity, and peace of mind during life’s most significant transitions. Whether you are preparing your own estate plan or navigating the loss of a loved one, our attorneys offer the knowledge and experience to help you protect what matters most.
Estate Administration
When a loved one passes away, you need a trusted advisor to help you manage the estate with care and efficiency. Whether the estate is testate (with a will) or intestate (without one), our attorneys guide families through each step of the probate or trust administration process, including:
- Inventorying assets
- Identifying and notifying creditors
- Distributing assets according to the will or Indiana law
- Administering trusts
- Coordinating appraisals, asset sales, and valuations
- Preparing and filing required federal and state estate tax returns
Guidance Through Every Step
Compassionate support through the probate and trust process — from asset inventory to final distribution.
Protect What Matters Most
Thoughtful planning to safeguard your home, business, and legacy with wills, trusts, and powers of attorney.
Planning with Purpose
Customized trust solutions to manage assets, reduce taxes, and ensure your wishes are carried out for generations.
Estate Planning
From preserving the family home to ensuring the smooth transfer of a business, our estate planning attorneys craft strategies tailored to your personal, family, and financial goals. We design plans that work for you during your lifetime, in the event of incapacity, and after your passing.
For Business Owners
We regularly advise business owners on succession planning, using tools such as buy-sell agreements, restrictive stock transfer agreements, and corporate restructuring to secure a seamless transition for the next generation.
Planning Tools & Services Include
- Simple & Complex Wills
- Revocable Living Trusts
- Powers of Attorney (General & Limited)
- Appointments of Health Care Representatives
- Living Wills
- Guardianships (including stand-by guardians)
- Business Succession Planning
- Family Limited Liability Companies & Partnerships
- Irrevocable Trusts
- Funeral Declaration Forms
Whether you’re administering a loved one’s estate or preparing your own plan, MEP Legal is here to help you make informed decisions and safeguard your legacy.