MAKING THINGS EASIER FOR YOUR LOVED ONES
At Ozark Trust & Estate, we help you plan ahead so your family is protected, your wishes are honored, and your legacy is preserved. Whether you're concerned about probate, long-term care costs, blended family dynamics, or ensuring your children are cared for, we provide clear, personalized estate planning solutions to give you peace of mind.
Tailored Estate Plans to Meet Your Needs
From avoiding court delays and unnecessary legal fees to shielding your home and savings from the rising costs of assisted living, we create plans that solve the real problems families face. We work with you to design a plan that fits your unique situation, whether you're planning for minor children, a second marriage, a small business, or aging parents.
Straightforward Guidance Every Step of the Way
We explain your options in plain language and help you make confident decisions. From basic wills and trusts to more advanced strategies, we ensure your wishes are followed and your loved ones are cared for while minimizing estate taxes and avoiding unnecessary legal fees.
Convenient, Flexible, and Stress-Free Planning
We make the process as simple as possible. Most of our meetings are done remotely, so you can plan from the comfort of home. When it's time to sign, we meet with you in person to oversee everything, including notarizing and filing your property deed to ensure your estate plan is properly implemented.
Comprehensive Estate Planning
Our estate planning services help you protect your assets and provide for your loved ones according to your wishes. We work closely with you to understand your goals and develop a tailored plan that addresses your specific needs and concerns.
Our Estate Planning Services Include:
- Wills and Trusts
- Powers of Attorney
- Healthcare Directives
- Estate Tax Planning
- Business Succession Planning
- Asset Protection Strategies
Wills and Trusts
We help you determine whether a will or trust is right for your situation. Our experienced attorneys can draft legal documents that ensure your assets are distributed according to your wishes and help avoid the costly and time-consuming probate process.
Our Wills and Trusts Services Include:
- Simple and Complex Wills
- Revocable Living Trusts
- Testamentary Trusts
- Special Needs Trusts
- Spendthrift Trusts
- Trust Funding Assistance
Advanced Estate Planning
For more complex situations, we offer advanced estate planning strategies to address specific concerns around taxes, asset protection, and legacy planning. These tools help you maximize the wealth transferred to your beneficiaries while minimizing tax implications.
Our Advanced Planning Services Include:
- Irrevocable Life Insurance Trusts
- Charitable Remainder Trusts
- Family Limited Partnerships
- Qualified Personal Residence Trusts
- Generation-Skipping Transfer Planning
- Business Succession Planning
Probate Services
When a loved one passes away, navigating the probate process can be overwhelming. We guide you through each step of probate administration, helping you fulfill your duties as an executor or personal representative while ensuring the estate is settled efficiently and according to the law.
Our Probate Services Include:
- Estate Administration
- Probate Court Filings
- Asset Inventory and Valuation
- Creditor Claims Management
- Estate Distribution
- Executor Guidance and Support
Trust Litigation
When trust disputes arise, we provide experienced representation to protect your rights and interests. Whether you're a beneficiary, trustee, or other interested party, we help resolve conflicts through negotiation, mediation, or litigation when necessary.
Our Trust Litigation Services Include:
- Trust Contest and Will Contest
- Breach of Fiduciary Duty Claims
- Beneficiary Rights Protection
- Trust Modification and Termination
- Asset Recovery and Surcharge Actions
- Mediation and Settlement Negotiations
WHO WE HELP
Every family's situation is unique. We provide specialized estate planning solutions for:
Retirees
Protect your assets, minimize taxes, and ensure your healthcare wishes are honored.
Young Families
Ensure your children are cared for and protected if something happens to you.
Blended Families
Balance the needs of your current spouse and children from previous relationships.
High Net Worth
Sophisticated strategies to preserve wealth and minimize estate taxes.
Business Owners
Succession planning and strategies to protect your business legacy.