PRACTICE AREA · PROVIDENCE, RHODE ISLAND

Wills & Testamentary Planning

Plain-language guidance on wills, nominations, and instructions that take effect at death.

Request an Initial Consultation →

Open blank notebook with organized tabs on a warm white desk

THE PURPOSE OF THE WORK

Start with the outcome you need to understand.

A will can direct probate property, nominate an executor, and record guardianship preferences for minor children. It does not control every asset, so beneficiary designations and ownership should be reviewed alongside it.

We discuss what a will can and cannot do under Rhode Island law, how it relates to jointly owned property and beneficiary-designated accounts, and which signatures and formalities apply to the final documents.

Wills

Executor nominations

Guardianship considerations

Blank estate planning worksheets, an unbranded folder, pen, and reading glasses

QUESTIONS TO REVIEW

Questions a will may address

Who should serve as executor and alternate

How probate property should be distributed

Who may care for minor children

How tangible personal property may be handled

How the will coordinates with non-probate transfers

From a question to a defined scope of work.

The sequence is illustrative. The facts, conflicts review, jurisdiction, and agreed engagement determine the actual work.

01 · ORIENT

Identify the decision.

A brief, non-confidential inquiry helps us understand the subject, timing, and likely jurisdiction.

02 · REVIEW

Clarify facts and options.

If the matter is a fit, the consultation focuses on goals, documents, ownership, roles, and procedural constraints.

03 · DEFINE

Agree on the work.

Representation begins only after conflicts review, scope and fees are confirmed, and a written engagement is accepted.

PRACTICE AREA · PROVIDENCE, RHODE ISLAND

Wills & Testamentary Planning

Start with the outcome you need to understand.

Questions a will may address

From a question to a defined scope of work.

From a question to a defined scope of work.

Identify the decision.

Clarify facts and options.

Agree on the work.

Bring the question. We will help identify the next step.