Our Services

Our Services

An elderly woman is sitting on a bench talking to a younger woman.

What we specialize in


An estate plan should never be something you sign and forget about. Estate plans are active, functional documents which serve you for the rest of your life, and deserve your attention from time to time. All our Living Trust clients are given lifetime free telephone calls. We also provide most of our Living Trust clients with a free review every three years, which is a face-to-face meeting to go over the complete estate plan and make sure it meets the client's needs and goals.

Whether you want to protect your assets from the expense and delay of probate, provide for supplementing the lifestyle of a special needs beneficiary, or plan to effectively deal with nursing home costs, we can tailor a plan to meet your personal needs. Once we have an understanding of your wishes, we commit to crafting the specific plan which will meet your goals perfectly, no matter what. 


Estate Planning Services


Kyle Wynn & Associates and its predecessor firm have provided estate planning services to clients for more than forty-four years. We make people aware that they have options.

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Living Trust


Nearly all but the most modest of estates can be handled much more efficiently and cost-effectively by using a trust to avoid conservatorship and probate. Understand the situations in which a Living Trust would provide a significant benefit to the Trustor.

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Nursing Home Planning


Is your spouse or loved one in a nursing home, or may be soon? Are you contemplating financial assistance but afraid of potentially losing what you worked so hard for? We can help!

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Special Needs Trust


Estate Planning is tricky enough, but it's even trickier if one of your beneficiaries is disabled. You want to ensure that your disabled child has all the necessary resources once you're not there to provide them.

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Probate


While our firm strives to help families to avoid the probate process, we regularly assist families who unfortunately find that they must deal with the probate of a family member who may have done their estate planning via a will, or may have done no planning at all.

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