Estate, Trust, & Probate


Our main focus at The Brooker Law Firm, P.A. is ensuring all our clients are heard and properly represented. We feel each client deserves the utmost attention when they trust us with their tax matters. Give us a call at 803-779-1065 and give us the opportunity to assist you.

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Services we offer:

Estate Planning, Preparation of Wills and Trusts

Estate planning is that personal planning everyone knows they should do, and it seems to always hold a place on the “to do list.” But estate planning often stays on the “to do list” without ever actually getting done.

Remember, when estate planning is its most important, if it is not done (or worse, not done properly), then it is usually too late to do any truly effective and economical estate planning.

A significant portion of this firm’s practice is dedicated to helping individuals realize their personal planning goals, which includes providing for their own long term planning, as well as providing for the family members following the life of the client.

The laws effecting estate planning include state probate and trust laws as well as federal tax laws, to name some of the most obvious. These laws are evolving and, in the case of federal tax law, have been extremely dynamic over the last several years – and look to continue to change significantly in the next several years.

Having an estate plan that attempts to contemplate changes in law is part of the overall service provided by this firm. But the most important part of any plan is achieving your goals and objectives for you and your family. Take the time to sit down with us, tell us what you want to accomplish, and together, we will put together a plan that suits you best for where you are today.

This firm can assist you in the preparation of:
• Wills
• Trusts for Probate Avoidance
• Planned Gifts to Family Members and Others
  • Outright Gifts
  • Gifts in Trust
• Planned Gifts to Charity
  • Outright Gifts
  • Gifts in Trust
• Powers of Attorney
• Health Care Directives

Probate Court Practice & Trust Administration

The legal process concerning the administration of estates and trusts is time consuming and is often associated in time with the death or significant disability of a family member.

If you are managing an estate or trust as the fiduciary, this firm’s practice and the experience of our attorneys can assist you in the efficient and economic completion of your fiduciary duties.

If you are a beneficiary of an estate or trust, our practice and experience can assist you in the determination of your specific rights as a beneficiary.

Services offered by this firm include:

• Probate Court practice for estate administration
• Trust Accountings
• Coordination with Resolution of Claims against Estates and Trusts
• Probate Court Practice to Resolve Will or Trust language ambiguities
• Applications to Probate Court for Appointment of Guardians and Conservators where necessary
• Filing Claims to Protect Heirs when appropriate

Choose Brooker Law Firm, P.A. for Your Business Planning Needs

Should you find that you are involved in a tax controversy, please call to see if this firm can assist you in achieving the most economical resolution of your particular matter. Our goal is to be thorough and responsive with all our clients, while also offering our services without the higher costs of larger firms. Call today 803-779-1065 to schedule a consultation.