Estate Planning and Probate

Will Formation and Guidance

Wills are the cornerstone of every effective estate plan. It is important to plan ahead for your family’s future goals to protect their best interests in unforeseen circumstances.

For help drafting a will, turn to the experts at Cunningham & Kelso. With over 50 years of experience in the Urbandale community, our attorneys ensure your will honors your wishes and protects your family. Our approach is deeply value-oriented, meaning we provide comprehensive, efficient legal drafting that secures your wishes while minimizing the administrative burden and costs for your family.

Direction for Powers of Attorney

Powers of Attorney are vital documents that protect you and your assets if you become unable to manage your own affairs. Whether it’s designating a healthcare or financial power of attorney, the dedicated attorneys at Cunningham & Kelso have extensive experience in drafting power of attorney documents that grant a trusted agent the authority to handle your financial and property matters without court intervention. We are responsive in guiding you through these important conversations, clearly defining who will make medical decisions on your behalf and determining what level of care you desire. This ensures your family is not burdened with difficult choices and that your dignity and autonomy are protected, regardless of what the future holds.

Comprehensive Estate Administration

Administering an estate after the loss of a loved one can be legally and emotionally challenging. Protect your family’s legacy by partnering with our knowledgeable attorneys for legal guidance on each step of the estate administration process.

Estate administration, or probate, is a necessary legal process that requires diligent attention to detail during an emotional time. Our attorneys manage all the required steps, including filing necessary court documents, taking inventory of assets, settling debts, and coordinating final distribution to heirs. Our value-oriented approach focuses on completing the process as efficiently as possible under Iowa law to reduce administrative costs and ease the burden on the Executor or Administrator.

Guardianship and Conservatorship Establishment

When a person becomes unable to manage their personal affairs or finances, a court-ordered guardianship (for personal care) or conservatorship (for financial affairs) may be required.

We guide clients through this complex, court-supervised appointment process, ensuring all legal requirements are met to protect the vulnerable individual.