Wheeler & Engelhart

Wheeler & Engelhart, P.A. is a respected and established Minnesota law firm that has been dedicated exclusively to the practice areas of estate planning and estate and trust administration for over seven decades. Our firm is conveniently situated in Bloomington, and we are proud to serve clients in the Twin Cities metro area, surrounding communities, and Greater Minnesota. Our mission is to provide exceptional and customized legal services that cater to the unique needs of individuals, families, and businesses.

Estate Planning/Estate & Trust Administration

At Wheeler & Engelhart, P.A., we recognize that estate planning is a crucial process that allows you to maintain control of your assets and ensure that your wishes are carried out in the event of incapacitation or death. We take a comprehensive approach to estate planning, taking into account all of your assets, including your car, real estate, personal belongings, checking and savings accounts, life insurance policies, investments, and other properties. Our skilled attorneys work closely with you to design a tailored estate plan that serves your goals and objectives, while providing peace of mind for you and your loved ones.

Our firm also provides expert guidance and support to trustees and executors during the trust or estate administration process. We begin by ensuring that they fully understand your estate plan and are able to effectively control and administer the assets in accordance with the terms of your estate plan. Our attorneys are knowledgeable about the common and costly pitfalls of trust and estate administration and can offer advice and counsel every step of the way.

Our Services

At Wheeler & Engelhart, P.A., we offer a wide variety of estate planning and estate and trust administration services, including the preparation of the following documents:

• Revocable Trust Agreements
• Wills
• Irrevocable Trust Agreements
• Irrevocable Life Insurance Trust Agreements
• Durable Powers of Attorney
• Health Care Directives
• Deeds
• Charitable Trusts

We understand that every client has unique needs and goals, and we strive to provide personalized service that reflects this. Whether you need assistance with the preparation of a simple will or the establishment of a complex trust, our attorneys have the knowledge and experience to guide you through the process.

Why Choose Wheeler & Engelhart, P.A.?

At Wheeler & Engelhart, P.A., the majority of our business comes from referrals, with many client relationships spanning multiple family generations. This is a testament to the high-quality legal services that we provide. Our attorneys are dedicated and experienced, with a deep understanding of the intricacies of estate planning and estate and trust administration.

We are proud to be a trusted Minnesota tradition, and we are committed to continuing this legacy by providing exceptional legal services that meet the unique needs of each of our clients.