Estate Planning

Because failing to plan is planning to fail.

Many are uncomfortable thinking about their own death or the passing of a loved one.  However, countless administrative details and legal matters need to be considered by an individual drafting their Will and Estate Plan.


Organizing your assets and other things of value with help from an estate law attorney can make the probate process and administration of your estate easier.  The distribution of assets through Wills and Trusts can go more smoothly with fewer expenses and less stress for your family.

Your Peace of Mind is Our Top Priority

At Berkley Oliver, we can be a tremendous help with these difficult decisions.  Attorneys Josh Berkley and Amy Oliver can ensure that your loved ones and the beneficiaries of your estate receive what you have worked hard to provide.  While it is essential for the elderly and those with complex finances to get their estates in order, estate planning is not merely an elder law matter.  

Young families need estate plans too.  Many of our clients are young couples who want to establish an estate plan to ensure who will become the guardian of their children if they both should die in an accident.

Regardless of your estate planning needs, Josh and Amy can help you to navigate the intricate legal issues and make sure your wishes are honored.

Image by Melinda Gimpel

The Scope of Our Estate Planning

Our comprehensive services include the following:

  • Drafting Last Will & Testaments:  Along with determining who gets what, a thoughtful Will includes a comprehensive list of assets and information regarding the estate.  We work with clients to ensure a Will properly covers what happens with real property, personal property, and even digital assets. 

  • Will and Estate Document Review: A Will drafted for a young family will occasionally need updating and the family grows and circumstances change.

  • Power of Attorney:  We can help  you pick someone qualified to make financial decisions for you should the need arise.  Proper planning with a Power of Attorney can avoid the costly legal process of having a guardian appointed should you become incapacitated.

  • Health Care Surrogate Designations: This is the document you need to let your healthcare team and family know who gets to make your medical decisions when you become unable to do so yourself.

  • Living Wills:  We can draft a document that lets your physicians and family know what types of medical treatments you wish to have in the event you have a serious illness.

  • Medicaid Planning: We help you stragtegically cover expenses and protected assets in the face of the rising cost of nursing home care.

  • Trusts:  These are estate planning tools we use to avoid probate and to allow you to have a say in the handling and management of your property after you pass away.

  • Probate Proceedings:  We guide clients through the probate proceedings administered by Kentucky courts, overseeing the legal distribution of assets and ensuring that all applicable debts and taxes are paid.  Estate Executors often hire us to make certain all legal requirements of the estate have been met.

It Is Never Too Soon To Plan Ahead.  Contact Our Lawyers Today.

Call or text our office in Shelbyville at 502-205-9005 to schedule an appointment.  We can also be reached through this website's Contact page.