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Wills, Trusts & Estate Planning in Rochester, MN

Planning Ahead

Protect your future with a personalized estate plan. We help Rochester and Southeastern Minnesota families create wills, trusts, and other essential documents with straightforward guidance and compassionate support.

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  • A will lets you decide what happens to your assets and allows you to name guardians for minor children. A trust can help you avoid probate, manage your estate privately, and control how assets are distributed over time. If you’re not sure which is right for you, we’ll explain your options clearly and help you make the right call.

  • If you become unable to manage your finances, a power of attorney allows someone you trust to step in. We’ll help you create a document that reflects exactly what powers you want to grant, based on what Minnesota law allows.

  • A healthcare directive lets you make your medical wishes known and appoint someone to speak for you if you can’t. Sometimes called a living will, this document is an important way to ensure your care aligns with your values and meets Minnesota’s legal standards.

  • Not all assets pass through a will—life insurance, retirement accounts, and certain bank accounts often rely on beneficiary forms. We’ll help you make sure your estate plan lines up with those documents so nothing slips through the cracks.

  • We frequently work with families in communities like Rochester, Zumbrota, and Red Wing to plan for their children’s futures. That includes naming guardians, setting up trusts for education or care, and putting the right protections in place for peace of mind.

Let us help you safeguard your future and legacy.

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Young Families

Ensure your children are provided for and their guardians are designated should anything happen to you.

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Retirees

Protect your assets and ensure a smooth transition of your estate to the next generation.

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Business Owners

Secure the future of your company with succession planning that aligns with your personal estate plan.

Schedule a Consultation

FAQs

Here are answers to common questions about estate planning. Contact us for personalized guidance!

    • A will outlines your wishes but usually involves probate. A trust lets assets pass outside of probate and can give you more control over how your estate is managed and distributed.

    • Yes, estates over a certain value may owe estate tax in Minnesota. We can help estimate your exposure and structure your plan with taxes in mind.

    • Yes. Even without large savings or property, an estate plan lets you choose who handles your medical decisions, finances, and children’s care if something happens to you.

    • Definitely. We encourage reviewing your plan every few years or after major life events like marriage, divorce, or having a child. Updates are a normal part of keeping your plan relevant.

    • DIY documents often miss key requirements under Minnesota law. We regularly help clients fix or replace templates that didn’t work when they were needed most. Having a professional review your plan can save a lot of trouble down the line.

    • Yes! Ongoing relationships with our clients and their families is important to us. We are here to ensure your family has guidance and peace of mind when administering your estate and honoring your wishes.

Give us a call
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