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Estate Planning

No "one Size Fits All"

A thoughtful, well designed estate plan including a living trust is the best way to avoid probate, care of your spouse and provide for your children and your heirs. Each estate plan we design for a particular client is tailored to achieve that client’s unique estate planning and estate tax objectives. 

Our Approach

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Three Simple Steps To A Signed Estate Plan For Your Family

STEP 1 - Initial Office Planning Conference. We discuss your family and your estate plan goals including care for your children, their education and at what ages they receive their inheritance.

STEP 2 - Second Review Conference. Drafting and Review. We prepare estate plan documents for your review at home. Now that you have seen your documents we meet with you to answer your questions and make edits as you direct. We send you another set of edited documents.

STEP 3 - Final Signing Conference. We meet with you to make any last minute edits and print your final documents for signing. You sign and notarize your estate plan documents.

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What We Provide Our Clients With:

  • Living Trust

  • Pour Over Wills

  • Advance Health Care Directives (“Living Wills”)

  • Powers of Attorney

  • Certification of Trust to Take to Banks

  • Assignment to Transfer Personal Property To Your Trust

  • Funding Assistance to Coordinate Beneficiary Designations

  • Excel Estate Plan Asset Spreadsheet

  • Grant Deed To Transfer Your Residence To Your Trust

  • Tax Advice

  • Client Service. We Return Your Telephone Calls And Emails Promptly

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