Jump to Navigation

Baldwin County Will and Trust Lawyer

Understanding Your Goals and Identifying Legal Solutions

The Law Office of James V. Roberts, P.C., provides comprehensive estate planning services to clients in Mobile and Baldwin counties in Alabama. We take the time to fully understand our clients' goals and explore the possible ways to meet them. We combine our legal expertise with more than 25 years of experience to help our clients identify the best legal solutions to their estate planning needs. To speak with our founding attorney, Jim Roberts, in a one-on-one consultation, call 251-259-4548 or contact us online.

Spanish Fort, Alabama, Estate Planning Lawyer

Comprehensive wealth and estate planning for individuals and their families is an important aspect of our practice. An effective estate plan can ensure that your final wishes are carried out upon your death. An estate plan can also prevent conflict among family members and avoid litigation.

We work closely with clients and their accountants, financial consultants, insurance agents and other advisors to create estate planning documents that meet all of their objectives while minimizing costs, delays and taxes.

Attorney Jim Roberts has significant experience assisting clients with the preparation of the following components of an estate plan:

  • Wills
  • Trusts
  • Living wills or advanced health care directives
  • Powers of attorney
  • Other necessary documents

What Kind of Estate Plan Do I Need?

Understandably, many clients approach us with questions regarding wills and trusts. Attorney Jim Roberts plays an active role in assisting clients in choosing the right solutions to meet their needs. If you decide that a will-oriented estate plan is right for you, we can assist you in creating a will, and designating a financial power of attorney, a health care power of attorney and an advanced health care directive, commonly known as a living will.

Clients who wish to take a more aggressive, active approach to managing their assets may choose a trust-oriented estate plan. A trust allows you to transfer the ownership of your assets to the trust, which then dictates how your property is managed while you are alive, as well as how it will be distributed upon your death. A trust will enable your family members to administer your estate without going through the probate process.

To schedule a one-on-one consultation with a Baldwin County will and trust attorney who has more than 25 years of experience, call 251-259-4548 or e-mail us.

How can we help you?

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Contact

James V. Roberts, P.C.
9794 Timber Circle, Suite A
Spanish Fort, AL 36527
Phone: 251-259-4548
Toll Free: 877-880-6421
Fax: 251-626-3776
Map and Directions