855-627-4364
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855-627-4364
Upcoming Events
Schedule Free Consultation
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Plan now. Peace of Mind Forever.

Our Estate Planning Services.

At O’BRIEN LEGAL, we provide comprehensive estate planning services tailored to help individuals and families protect their assets, minimize taxes, and ensure their wishes are carried out in the event of incapacity or death. Our customized estate plans safeguard your wealth, provide for your loved ones, and offer peace of mind for the future.

Serving Clients in Scranton, Wilkes-Barre and Across Northeastern Pennsylvania.

Call us today at 855-627-4364.

Request A Free Consultation

Why Us for Estate Planning

  • Experienced & Trusted Advisors – Decades of estate planning experience in Northeastern Pennsylvania.
  • Comprehensive Legal Solutions – From wills and trusts to probate and asset protection, we handle it all.
  • Personalized Approach – Every client’s estate plan is customized to fit their unique goals and financial situation.
  • Secure Your Legacy – We ensure your family, assets, and future are protected with legally sound strategies.
  • Call 855-627-4364 Today to start your estate planning journey and gain peace of mind for the future.

1. Wills & Last Will and Testament: A Last Will and Testament is a legally binding document that ensures your assets are distributed according to your wishes. It also allows you to:

  • Designate an executor to manage your estate.
  • Appoint guardians for minor children.
  • Outline specific inheritance instructions.

We assist with drafting clear and legally sound wills that reflect your intentions and reviewing and updating existing wills to ensure they align with current laws and life changes.

2. Trusts – Avoid Probate & Protect Assets: A trust is a legal arrangement where a trustee manages assets on behalf of beneficiaries. Trusts can help avoid probate, reduce estate taxes, and protect wealth from creditors or lawsuits.

We specialize in:

  • Revocable Living Trusts – Allows flexibility and avoids probate.
  • Irrevocable Trusts – Provides asset protection and tax benefits.
  • Medicaid Asset Protection Trusts (MAPTs) – Helps seniors qualify for Medicaid while preserving assets.
  • Special Needs Trusts – Ensures financial security for loved ones with disabilities.
  • Supplemental Needs Trusts – Enhances government benefits without disqualifying eligibility.

We provide personalized trust structuring to meet your estate planning goals, trust funding assistance to ensure proper asset transfers and ongoing trust administration for long-term estate management.

3. Advance Healthcare Directives (Living Will): An Advance Healthcare Directive, also known as a Living Will, ensures your medical treatment preferences are followed if you become incapacitated.

We assist with:

  • Drafting healthcare proxies to appoint a trusted decision-maker.
  • Creating Living Wills that outline end-of-life care preferences.
  • Ensuring proper designation of healthcare agents for medical decisions.

4. Durable Power of Attorney – Financial & Legal Decisions: A Durable Power of Attorney (DPOA) allows you to appoint a trusted individual to handle financial and legal matters if you become incapacitated.

Our services include:

  • Preparing customized power of attorney documents for financial security.
  • Helping select the right fiduciary to manage your affairs.
  • Ensuring compliance with Pennsylvania estate laws.

5. Beneficiary Designations – Secure Your Assets: Beneficiary designations determine who will inherit specific financial assets, including:

  • Life insurance policies
  • Retirement accounts (401(k), IRA, etc.)
  • Bank accounts and investment portfolios

6. Fiduciary Letters – Guidance for Executors & Trustees: A fiduciary letter is an essential estate planning document that provides instructions and guidance to the individuals managing your estate.

We assist with:

  • Preparing fiduciary letters to clarify responsibilities.
  • Ensuring executors and trustees have the necessary legal knowledge to administer estates properly.

7. Kids Protection Plan – Secure Your Children’s Future: If you have minor children, a Kids Protection Plan ensures their well-being if something happens to you.

  • Legal documents to designate temporary and permanent guardians.
  • Emergency wallet cards to notify first responders of your wishes.
  • Prevents children from entering foster care due to lack of guidance.

8. Asset Protection Strategies – Preserve Your Wealth: We help protect your estate from creditors, lawsuits, and financial risks by implementing legal asset protection strategies, including:

  • Structuring ownership arrangements to safeguard real estate and investments.
  • Utilizing Limited Liability Companies (LLCs) and Family Limited Partnerships (FLPs) for wealth protection.

9. Probate & Estate Administration – Legal Guidance for Executors: The probate process can be complex and time-consuming. We offer full legal support to executors and beneficiaries, ensuring estates are settled efficiently.

Our services include:

  • Probate representation – Filing estate documents and handling court procedures.
  • Asset identification and debt settlement.
  • Estate tax filings and beneficiary distributions.

A Thoughtful Approach to
Estate Planning

Ethical, Transparent, & Client-Focused Legal Guidance

  • Honest legal advice that prioritizes your best interests.
  • Clear explanations of legal processes so you know what to expect.
  • Ongoing support to ensure your estate plan evolves as your life changes.
Learn More About Us

A Thoughtful Approach to Estate Planning

Ethical, Transparent, & Client-Focused Legal Guidance

  • Honest legal advice that prioritizes your best interests.
  • Clear explanations of legal processes so you know what to expect.
  • Ongoing support to ensure your estate plan evolves as your life changes.
Learn More About Us