EXPERT ESTATE PLANNING ATTORNEY

Have You Thought About Your Estate and Its Future?

If you want to create a will or trust but haven’t gotten around to it, now it’s your time to take action! Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order. An estate plan is essential to protect your loved ones, assets, and business interests if you pass away or become incapacitated. I am determined to provide you with an individualized and professional service to protect your children and safeguard your assets.

Schedule your Peace of Mind Planning Session

During our 60-minute Zoom, we will discuss the following:

1.

You will share your objectives, goals and concerns. I will answer all of your questions.  

2.

I will cover specific aspects of estate planning like a Will versus a Trust, so you can make informed decisions about what is best for you and your family.

3.

I will discuss our packages and fees with you. This way you can select which one best fits your needs.

4.

If you decide you would like to proceed, we’ll discuss the next steps. If you do not feel ready yet, that’s fine too!

5.

Either way, you’ll leave our session clearer than ever before about what you need to protect your family and assets.

Comprehensive Estate Planning

  • Revocable Living Trust
  • Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • HIPAA Authorization
  • Last Will and Testament
  • Assignment of Personal Property
  • Guardianship Designation
  • Prenuptial Agreement
  • Rememberance and Services

Refreshingly Uncomplicated

  • Initial Consultation: We’ll explore your needs and goals to help you choose the best package for you and your family.
  • Document Preparation: Relax while we handle the drafting of your customized estate planning documents.
  • Review: Here you will review the drafted documents prepared for you to ensure everything aligns with your wishes.
  • Finalization: Your documents will be signed and notarized in-person at our office.

Our Estate Planning Packages

Trusted by hundreds of clients and counting.

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Frequently Asked Questions