Established Trust and Estate Attorneys

At Roman & Boock, we understand that managing personal and family affairs may be a complicated legal endeavor. As such, our team acts as trust and estate attorneys, probate attorneys and conservatorship lawyers — using fiduciary experience to create roadmaps for the future.

Practice AreasFiduciary Law

Fiduciary Law Explained

Fiduciary law focuses on the management of property and affairs during life or after death. It combines elements of contract, property, estate and tax law. As a result, individuals or their families often need specialized experience to protect and allocate assets.

Categories of Estate Law

Estate Planning

Throughout your life, you create a legacy that will be left behind for your loved ones. Whether your estate is big or small, Roman & Boock vows to craft a plan that will protect your hard-earned assets and allocate them accordingly.

Our trust and estate attorneys take an individualized approach to planning — devising a collection of documents tailored to you and your family’s unique needs. Your estate plan may include the following documents:

Last Will and Testament
Living Trust
Durable Power of Attorney
Healthcare Power of Attorney
Irrevocable Life Insurance Trust
Special Needs Trust
Lifetime Giving Plan

Probate Administration

When a person dies unexpectedly, an estate may need to be opened in the probate court to transfer the title of the decedent’s assets to heirs or beneficiaries. During probate administration, a personal representative is appointed for the estate, who then collects and distributes assets and resolves any claims against the estate.

Roman & Boock’s probate attorneys specialize in probate law. We will provide you with the assistance you need — whether that means aiding with estate administration, explaining your rights or protecting your interests in the estate.

Trust Administration

Many different challenges may arise during the administration of a trust — leading beneficiaries and trustees to seek legal counsel. Roman & Boock has handled countless issues involving trusts. We help you achieve your desired results by assisting with:

Provision Interpretations
Trustee Resignations
Trustee Appointments
Trust Accounting Preparations
Trust Terminations
Information Requests
Trust Term Modification

Guardianships & Conservatorships

Sometimes, a person is unable to handle their affairs. This may be because they are a minor or incapacitated — in either case, the court may appoint a guardian or conservator on their behalf.

A guardian is appointed for a minor child whose parents cannot provide them with care or for persons whose mental or physical state prevents them from appropriate self-care.
A conservator is appointed when a person is incapable of handling their financial affairs. A conservator is often required when a minor receives a large sum of money or a person is mentally incapacitated to the point where they cannot understand or manage finances.

Roman & Boock frequently handle matters relating to guardianships and conservatorships. Our conservatorship lawyers will help you navigate the court system to appoint, remove or terminate a guardianship/conservatorship or update outlined restrictions/freedoms.

Attorney Nancy Troutman looking at a computer.

Our Areas of Practice

Roman & Boock is more than a team of trust and estate attorneys. We also represent victims of catastrophic injuries at the negotiation table and in the courtroom — covering everything from car accidents to medical malpractice.

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Attorney Spotlight

Nancy Troutman

Nancy Troutman has more than 25 years of experience in estate law and fiduciary matters. Utilizing an approach characterized by communication and compassion, she eases the burden of the legal process while you mourn the loss of a loved one.

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