Schwerzmann & Wise, P.C.

Call (315) 788-6700
137 Main Avenue
Watertown, New York

Estates, Wills & Trusts

Our Estates, Wills & Trusts practice area offers individualized counseling regarding estate planning needs, including the drafting of end-of-life documents, Last Will & Testament, Power of Attorney, Health Care Proxy and trust agreements. Our attorneys also offer assistance with general estate planning and charitable giving. Guidance with trustee duties, general accounting and trust closure is also offered.

When a loved one passes, the steps involved to settle the estate or trust can be complicated and confusing. We assist our fiduciary clients with all aspects of estate and trust administration, including preparation of court documents, marshalling the assets, opening bank accounts, bookkeeping, preparation of tax returns, accounting and closure.

Catherine Burns Quencer, is the principal attorney in this practice area. Home visits are offered when needed. Please click on the links below to learn more Catherine Burns Quencer.