Indiana estate planning attorney reviewing a will and trust with a client in Westfield

Estate Planning · Westfield · Bloomington

Indiana Estate Planning Attorneys Serving Westfield, Bloomington and Indianapolis

Estate planning is how you stay in control of your legacy. At Webster & Garino LLC, our Indiana estate planning attorneys draft wills, trusts, powers of attorney and advance directives, so your wishes are clear and your family is spared avoidable cost, delay and conflict.

We serve families from our Westfield and Bloomington offices, including Indianapolis, Carmel, Noblesville, Zionsville and communities across Indiana.

Indiana estate planning attorney reviewing a will and trust with a client in Westfield
WHO WE HELP

Who We Help With Estate Planning in Indiana

Every family and every estate is different. We build plans for clients at every stage of life, always with the same goal: your wishes carried out with the least possible burden on the people you love.

  • Parents of young children naming a guardian and setting up a first plan
  • Couples putting a will, trust and power of attorney in place
  • Families with larger or complex estates who need tax-aware planning
  • Adults updating an outdated plan after a marriage, divorce or death
  • Business owners planning the succession of a company or practice
  • Families providing for a disabled loved one through a special needs trust
  • Adult children helping a parent prepare for long-term care needs
  • Heirs and beneficiaries facing a will or trust dispute

A plan you put in place now is far cheaper and far less stressful than a court sorting things out later. We draft the documents, keep them current, and make sure they work when your family needs them.

ESTATE PLANNING SERVICES

Estate Planning Services We Handle

Each area below has its own page explaining how Indiana law works and what to expect. Every plan is handled by one of our two founding partners.

Not sure where your situation fits? Call us and we will tell you which of these applies to you and what the next step looks like.

GOOGLE REVIEWS

What Our Clients Have to Say…

50+

YEARS EXPERIENCE

3

COUNTIES SERVED

100%

FOCUSED ON FAMILIES

2

OFFICE LOCATIONS

Why Legal Guidance Matters

An estate plan is more than paperwork. It decides who inherits, who speaks for you if you cannot speak for yourself, and how much of your estate is consumed by court costs and delay. Careful drafting now prevents expensive problems later.

Core Estate Planning Documents

What an Indiana Estate Plan Covers

Most Indiana estate plans rest on a handful of core documents. We prepare each one clearly and make sure they work together.

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Wills and Trusts

A will directs your property and names a guardian for minor children. A properly funded trust can pass assets privately and outside of probate.

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Incapacity Planning

A durable power of attorney and an advance healthcare directive let someone you trust act for you if illness or injury leaves you unable to decide.

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Legacy and Beneficiaries

Beneficiary designations, transfer-on-death deeds and special needs trusts control who receives what, when they receive it, and on what terms.

HOW WE HELP

A Complete Approach to Your Indiana Estate Plan

We guide you through every stage, from the first conversation to signed documents and the updates that follow.

01

Initial Consultation

We listen to your goals, review your family and your finances, and explain which Indiana documents actually fit your situation.

02

Asset and Family Review

We inventory real estate, accounts, retirement plans, business interests and insurance, then confirm how each asset passes today.

03

Strategy and Design

We recommend the right mix of will, trust, powers of attorney and beneficiary designations for your goals and your tax picture.

04

Drafting and Review

We draft your documents in plain language, walk you through every provision, and revise until the plan reflects exactly what you want.

05

Signing and Funding

We handle the Indiana execution formalities and make sure the trust is funded, with titles and beneficiary forms matching the plan.

06

Updates and Administration

Life changes. We update your plan after major events and support your family through probate or trust administration later.

Indiana Law & Local Experience

Estate Planning Under Indiana Law

Indiana requires a will to be in writing, signed by the person making it, and witnessed by two people. Without a valid will, the Indiana intestacy statutes decide who inherits, and that result often surprises families.

Indiana also allows transfer-on-death deeds for real estate, payable-on-death designations on accounts, and a small estate affidavit for estates valued under $100,000. We combine those tools with revocable living trusts to keep as much of your estate out of probate court as possible.

We serve clients from our Westfield and Bloomington offices: Westfield, Bloomington, Indianapolis, Carmel, Noblesville, Zionsville, and Fishers.

Estate planning attorney in Westfield Indiana explaining a trust to a family

FREQUENTLY ASKED QUESTIONS

Common Questions About Indiana Estate Planning

We know you have questions. Here are the answers Indiana families most often need before they call.

Yes. An estate plan names a guardian for your children, appoints someone to handle your finances and healthcare if you cannot, and directs who receives your property. None of that depends on the size of your estate.
A will takes effect at death and must be filed with the probate court, which makes it public record. A funded trust takes effect immediately, passes assets outside of probate, and keeps your affairs private.
Indiana intestacy law decides who inherits, in a fixed order set by statute. The court also appoints the person who administers the estate and, if needed, who raises your minor children. That result may not match what you would have chosen.
Yes. We offer fully virtual estate planning consultations, document reviews and signings where Indiana law allows, so you can build or update your plan without extra time away from work or family.
Review your plan every three to five years, and any time you marry, divorce, have a child, move to another state, buy or sell a business, or lose a named beneficiary or fiduciary.
We have offices in Westfield and Bloomington, and we represent clients in Indianapolis and throughout Indiana. Consultations are available in person, by phone, or by video.
WE’RE HERE TO HELP

Let’s Build a Plan That Protects What Matters Most

You do not have to sort this out alone. Our attorneys make estate planning clear and straightforward, so your wishes are documented and the people you love are protected.

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Serving Westfield · Bloomington · Indianapolis · Carmel · Noblesville · Fishers · Zionsville · Hamilton County · Monroe County · Marion County