Estate Planning

We work with our affiliates to assist with probate filings, estate administration tax considerations, and inheritance matters to ensure client estate plans work with their financial plans. Probate/Estate Planning Law

Probate and estate administration can be long, emotional, and frustrating, especially while your family is grieving. Even “simple” estates often involve court procedures, strict deadlines, multiple filings, and extensive paperwork. During this time, the legal process should not add unnecessary stress, confusion, or uncertainty.

In probate, small issues can quickly become big problems. A missed detail, unclear wording in a will, or a minor discrepancy can cause serious delays and complications. Challenges may arise when heirs are minors or incapacitated, when family members disagree, when a will is contested, or when the court must determine the proper executor or administrator. Clear guidance is often essential to avoid costly mistakes and ensure the estate is handled correctly.

The Sorgi Law Group team is here to guide you through every step with clarity, care, and confidence. We assist with probate filings, estate administration, inheritance matters, and tax considerations, and we counsel and represent executors, administrators, trustees, and beneficiaries. We are committed to providing compassionate support, professional service, and practical legal solutions at an affordable cost. We work with our affiliates to assist with probate filings, estate administration, tax considerations, and inheritance matters to ensure client estate plans work with their financial plans. 

Experience That Brings Peace of Mind

Years of Legal Guidance and Advocacy

States Admitted to Practice

Generations of Families Represented

What our Clients have to say.

Client, Special Education

Stephen

“Andrea was an outstanding advocate for our family during a complex and challenging special education process. She was thoughtful, strategic, and consistently one step ahead anticipating the district’s positioning early and helping us navigate decisions with the confidence we wouldn’t have otherwise had. Her judgment, preparation, and guidance were critical in reaching a favorable outcome that initially seemed impossible. We are very grateful for her support and recommend her without hesitation.”

 

Client, Estate Planning and Real Estate

Anice 

“Anna and Lou Sorgi have been our Family Attorneys for over 30 years. They have always provided expert legal advice and timely service. Their guidance is one we trust and rely on.”

Testimonials

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Trust Score 5.0