Estate Planning

Estate Planning

At the Law Offices of Shannon O’Rourke, our Estate Planning practice is dedicated to helping individuals and families protect what matters most. We provide personalized, thoughtful guidance to ensure your wishes are clearly documented and your loved ones are cared for—no matter what the future holds. Whether you’re planning for the first time or updating an existing estate plan, our team works closely with you to create customized solutions that reflect your goals, values, and unique family dynamics.

Trust Us With All of Your Estate Planning Needs

Our estate planning services include:

  • Wills & Revocable Living Trusts – Drafting legally sound documents that outline how your assets should be distributed and managed.

  • Specialized Trusts – Many families have needs that standard wills and revocable living trusts do not address, including but not limited to planning for dependents with special needs, advanced Medicaid planning, tax minimization, or legacy planning. Our firm creates customized trust solutions to align with your family’s values, business interests, and long-term objectives, including creating customized trusts that protect assets while ensuring long-term care and quality of life.

  • Powers of Attorney – Preparing financial and healthcare directives to ensure trusted individuals can act on your behalf if needed.

  • Living Wills & Advance Directives – Documenting your healthcare preferences to guide loved ones and medical professionals.

  • Estate Administration –Our firm guides executors and families through every step of the legal process of managing and distributing a person’s assets after death, including paying debts, filing necessary documents, and ensuring beneficiaries receive their inheritance with clarity, efficiency, and compassion.

  • Business Succession Planning – Helping business owners plan for smooth leadership transitions and continuity of operations.

We take pride in making the estate planning process approachable, respectful, and efficient—giving you peace of mind that your legacy is secure.

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