Estates, Trusts, Probate & Wealth Planning

Wilke Fleury has been helping individuals, families, and business owners plan for the future for more than a century. Since 1922, generation after generation has trusted our firm for thoughtful estate planning, careful administration, and practical guidance during times of transition. Our attorneys take the time to understand each client’s goals, family dynamics, and financial priorities, and we tailor every plan to meet those unique needs. We do not believe in a “one size fits all” approach. Instead, our focus is on creating clear, comprehensive plans that provide long-term security, preserve wealth, and help clients make informed decisions about the future.

Estate Planning Services

Our attorneys advise clients on a wide range of foundational and advanced planning tools, including:

• Wills
• Revocable Living Trusts
• Powers of Attorney
• Advanced planning trusts such as charitable trusts, personal residence trusts, grantor retained interest trusts, dynasty trusts and special needs trusts
• Estate and gift tax planning
• Business succession planning
• Asset protection and wealth preservation planning
• Planning for long-term care needs, including establishing conservatorships for individuals with disabilities

We work closely with clients to identify key objectives and structure plans that reflect both financial goals and personal values. For business owners, our team helps integrate estate planning with tax considerations, succession strategies, and long-term business continuity needs.

Trust & Estate Administration

In addition to our estate planning services, our attorneys have significant experience in trust administration and probate proceedings, including:

• Formal probate proceedings
• Trust administration and settlement
• Advising fiduciaries on responsibilities, compliance, and best practices
• Coordinating valuation, tax, and distribution issues
• Assisting families through post-death decision-making and required filings
• Our attorneys also work with trustees and executors from the initial stages of administration through final distribution.
• Dispute Resolution

When disagreements arise, our firm represents clients in probate and trust litigation as well as in mediation and arbitration of related disputes. We handle matters involving:

• Will and trust contests
• Breach of fiduciary duty claims
• Accounting disputes
• Interpretation of trust provisions

Our goal is always to help clients find efficient and practical resolutions, whether through negotiated settlement or court proceedings.