Our Services

Estate Planning

At Davis, Breier & Keller, we take the guess work out of estate planning. We offer different levels of estate plans based on your individual situation, from a basic estate plan to a tax-advantaged legacy trust.

No idea what the difference is? That’s okay. That’s what we’re here for—to explain the pros and cons and help you choose the best plan for you.

Plans can include a Will, Health Care Power of Attorney, Living Will, Financial Power of Attorney, Funded Protection Trust, Funded Revocable Living Trust, Special Needs Trust, and more.

Probate

Losing a loved one is hard. And navigating through Probate Court can be confusing, especially when you’re feeling vulnerable. Our team will guide you through each step along the way.

Real Estate Transfers

Real estate is often a big part of your estate. We can help you make sure that your investment is properly titled to minimize taxes and fees for your loved ones after you’re gone.

You’ll put a fair amount of time and energy into decisions that define your trust. Feel confident that when the time comes, we can be there to execute your plan just as you intended.