Estate Planning Solutions
Protect the people and things you care about.
Proper estate planning can keep your assets out of Probate Court, nominate guardians for minor children, manage financial & health care decisions, control the distribution of your property and minimize unnecessary taxes & expenses.
Tell us how we can help! Call, text, or email.
Our Process
Approachable estate planning.
From start to finish, we are here to shoulder the load and make estate planning easy!
Step 1
Make an appointment
Call, text, or email and we will find a time that works with your schedule.
Step 2
Initial appointment
We discuss your life, family, financial situation, & estate planning goals. You do not need to bring anything.
Step 3
Drafting
You do nothing. Relax and we will prepare drafts of your documents in approximately 2 weeks.
Step 4
Review & approval
You look over your documents. We answer questions and make any changes as needed.
Step 5
Signing appointment
Once your documents have met your satisfaction, you will sign the final drafts at our office. (In front of 2 witnesses and a notary--provided by us, of course).
Estate Planning Packages Available
Choose from document combinations based on your needs.
Come in for a free consultation and learn more about the features of Will-based and Trust-based estate planning.
Will-based Estate Plan
Flat-fee
No hourly billing.
1. Last Will and Testament
2. General Power of Attorney
3. Health Care Power of Attorney
4. Advance Health Care Directive
5. Beneficiary Deed
Trust-based Estate Plan
Flat-fee
No hourly billing.
1. Pour-over Will
2. Revocable Trust
3. General Power of Attorney
4. Health Care Power of Attorney
5. Advance Health Care Directive
6. Real Estate Transfer Deed
Want to learn more?
Check out our resources
Have questions? Tell us how we can help! We are always happy to answer questions, schedule appointments, or just point you in the right direction. Call, text, or email!
Featured Video
What are the benefits of a Revocable Living Trust? Compared to other planning instruments, such as a simple will, a Revocable Living Trust frequently offers many unique advantages. These include: avoiding probate (saving time, money, and convenience), ensuring privacy, and greatly increased control over asset distribution.
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