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Kansas City | Lee’s Summit

Estate planning attorney in lee’s summit

Wills, Trusts, Powers of Attorney, and Probate Avoidance for Missouri Families.

Zach Lund is a Lee's Summit estate planning attorney helping Missouri families protect what they've built. Born and raised in Lee's Summit, Zach brings both legal expertise and personal experience with estate planning to every client he serves.

Lund Law Offices provides wills, trusts, powers of attorney, and probate avoidance strategies tailored to Missouri families in Lee's Summit and throughout the Kansas City metro area.

“Smooth and stress-free. Full confidence that everything was handled correctly.”

— Justin B., Lee's Summit

“Made our will, trust, and POAs very easy. Highly recommend!”

— Paige D., Lee's Summit

“Made a daunting legal process easy. 10/10 recommend!”

— Fanny R., Lee's Summit

“So helpful with our family trust. Explained everything very clearly.”

— Candace D., Lee's Summit
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legal knowledge • business instincts

  • WILLS

    A correctly written will is a legal document that determines what happens to your property after your death. A will states who receives property and in what amounts. Property distributed under the terms of the will become the "probate" estate. Making a will is a responsibility, as well as a right that is protected by law. In addition to distributing or transferring property, a will may have other functions, such as:

    • Name a Guardian for Minors
    • Create a trust with a nominated Trustee
    • Name a Will Executor

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    A will tells the world exactly where you want your assets distributed when you die. It's also the best place to name guardians for your children. Dying without a will -- also known as dying "intestate" -- can be costly to your heirs and leaves you no say over who gets your assets.

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  • ESTATE PLANNING

    Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for our estate planning lawyers is meeting both federal and state tax law requirements for every plan.

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    Your assets include your investments, retirement savings, insurance policies, and real estate or business interests. Develop a list and consider how you would like your estate handled. Ask yourself three questions: Whom do you want to inherit your assets? Whom do you want handling your financial affairs if you're ever incapacitated? Whom do you want making medical decisions for you if you become unable to make them for yourself?

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  • TRUSTS

    A well defined trust is an important part of any estate plan. When you want to leave money to your minor children a trusts ensure that money, managed by a trustee, is set aside and made available to them when they reach a certain age. Trusts are often complex, time consuming to set up and oversee, and cost you money. So you should have a good reason to go to all this trouble.

    • Avoiding Taxes
    • Avoiding Probate
    • Protecting yours and your beneficiaries Estate

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    Trusts are legal mechanisms that let you put conditions on how and when your assets will be distributed upon your death. They also allow you to reduce your estate and gift taxes and to distribute assets to your heirs without the cost, delay and publicity of probate court, which administers wills. Some also offer greater protection of your assets from creditors and lawsuits.

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Frequently Asked Questions

  • Most Missouri families need both. A will directs how your assets are distributed after death and names guardians for minor children. A trust goes further by avoiding probate, protecting assets, and allowing you to set conditions on how and when beneficiaries receive money. Attorney Zach Lund can help you determine the right combination for your family's situation.

  • Missouri's intestate succession laws take over, meaning the state decides who gets your assets — not you. This process can be slow, expensive, and may not reflect your wishes. A properly drafted will ensures your assets go exactly where you want them to go.

  • Estate planning costs vary depending on your situation. A basic will package is typically more affordable than a full trust-based plan. Lund Law Offices offers a complimentary strategy session so you can understand your options before committing to anything.

  • Probate is the court-supervised process of distributing a deceased person's assets. It can take months or years and becomes public record. A properly structured trust allows your assets to pass directly to your beneficiaries without going through probate court.

  • A power of attorney authorizes someone you trust to make financial or medical decisions on your behalf if you become incapacitated. Without one, your family may need to go to court to get that authority. It is one of the most important documents in any estate plan.

  • Yes. Life changes — marriage, divorce, new children, new assets — and your estate plan should reflect those changes. Zach Lund recommends reviewing your plan every three to five years or after any major life event.

  • The first step is a complimentary strategy session with Zach Lund. You can schedule online or call 816-875-2380. There is no obligation — just a conversation about your goals and how to protect your family.

  • Yes. While Zach Lund is based in Lee's Summit, he serves Missouri families throughout the Kansas City metro area including Independence, Blue Springs, Raymore, Belton, and surrounding communities.