$40M Estate
Multi-Generational Trust Structure
Designed a trust structure minimizing estate tax exposure across three generations.
A Note on Planning Ahead
Protect Your Legacy, Provide for Those You Love
Whitfield & Lowe helps individuals and families plan wills, trusts, and estates with clarity — so your wishes are honored and your loved ones are protected.
2,000+Estates Planned
75+Years Combined Experience
96%Client Retention
FreeConsultations
How We Help
Practice Areas
From wills and trusts to elder law, we help families plan for every stage of life.
01.Wills & TrustsDrafting wills and revocable/irrevocable trusts tailored to your family and assets.02.Estate Administration & ProbateGuiding executors and families through the probate process with care.03.Trust AdministrationSupporting trustees in fulfilling their fiduciary duties correctly and efficiently.04.Elder Law & Medicaid PlanningProtecting assets and planning for long-term care needs.05.Guardianship & ConservatorshipEstablishing legal protection for loved ones who can no longer act for themselves.06.Business Succession PlanningPlanning the transition of a family business to the next generation.
Track Record
Recent Case Results
Resolved Without Trial
Contested Will Resolution
Mediated a contested will dispute between siblings, preserving family relationships.
Smooth Transition
Business Succession Plan
Structured a family business transfer to the next generation with no tax surprises.
Client Stories
What Our Clients Say
“They made an overwhelming process feel simple and gave our family real peace of mind.”
The Harrison FamilyEstate Planning Clients
“Margaret structured our trust in a way that saved our children significant tax burden.”
Walter D.Trust Client
“Guided us through probate after my father passed — patient and compassionate every step.”
Denise F.Probate Client
“Helped us plan our business succession without any family conflict.”
The Ortiz FamilyBusiness Succession Clients
Plan Today, Protect Tomorrow
Schedule a consultation to start your estate plan — no obligation.