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Wills & Probate

Law Office of Amee J. Lunn, L.L.C. provides a full range of services for wills: drafting, review, amendment, revocation, execution and probate.  Whether you are a testator formulating an estate plan or an executor implementing a decedent’s wishes, Law Office of Amee J. Lunn, L.L.C. can simplify many complex aspects of the tasks before you. I offer pertinent and personal legal advice to obtain the results you need in a timely manner with the least stress possible.

Wills, Trusts and Other Important Estate Planning Documents

Executing a valid will is rather simple; executing an effective will takes a bit more work. The probate court approves a will if it finds the document was executed intentionally and freely by a person of sound mind, is written in clear, unambiguous language and is signed and witnessed. That’s really the easy part. To be effective, your will (and if appropriate trusts) must be comprehensive, covering the full range of your worldly possessions and your deepest concerns, and contemplating various contingencies. I work closely with you to memorialize your intentions completely and instructing that they be carried out in the most efficient manner possible.

Once executed, your will remains your final statement of your intentions until you amend or revoke it. I recommend reviewing your will every three to five years and updating it to reflect your current wishes.   I also encourage all clients to have a valid Power of Attorney, Designation of Health Care Representative and Living Will done during their estate planning process.   These documents are vital tools that may save a lot of time and frustration in the event that you become unable to manage your financial or personal affairs yourself.   These documents allow you to choose someone you trust to take on those responsibilities when you are unable to.

Estate Administration

Most executors have never probated a will; many are surprised to learn the decedent’s will named them as the responsible party. I provide indispensable service for executors who have no prior experience in the probate court on matters that include:

  • Filing the will with the Connecticut probate court
  • Developing the best strategy for fairly and expeditiously settling the estate
  • Finding and assembling assets
  • Pay creditors and claimants
  • Collecting amounts owed the estate
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying current and delinquent taxes as well as estate taxes
  • Valuing, managing, preserving and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

Executors can easily make mistakes due to inexperience, stress and hasty decisions. This can be costly, as executors can be held personally liable for beneficiaries’ losses. I guide executors through every step of the probate process, with reliable, detailed advice, so you can settle the testator’s estate as efficiently, quickly and easily as possible.

Contact an experienced and knowledgeable probate lawyer

Law Office of Amee J. Lunn, L.L.C. provides will and probate court services in North Haven and throughout Connecticut. Call me at 203-903-0950 or contact my office online to schedule a consultation.

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Our Office
  • North Haven Office
    26 Broadway
    North Haven, Connecticut 06473
    Phone: 203-234-8408
    Fax: 203-234-2088