To help alleviate your anxiety … we hold your hand throughout our easy and painless process, educate you so you can make informed decisions that will work best for your family, work to build a lifetime, ongoing relationship with you, and charge flat fees for most of our services.
Learn & Review
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Plan & Personalize
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Finalize & Reflect
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You Need an Estate Planning Session - If it is your first time creating an estate plan or you want to start from scratch, we offer a complimentary Estate Planning Session where we will educate you about your estate planning options. All that we require is that you fill out and return our Worksheet prior to your appointment. The Worksheet gives us background information about you that is important to the estate planning discussion so that way we can make the most out of your appointment.
Already Have an Existing Estate Plan You Want Reviewed and Updated? You Need an Existing Estate Plan Review – If you already have existing estate planning documents in place and want to start there, we offer an Existing Estate Plan Review. The fee for the appointment depends on if we will be reviewing Wills or Revocable Living Trusts. We ask you to fill out and return our Worksheet, as well as provide your existing estate planning documents, prior to your appointment. The Worksheet gives us background information about you that is important to the estate planning discussion so that way we can make the most out of your appointment.
Did a Loved One Pass Away? You Need an Estate Administration Initial Consult – We are so sorry for your loss and know estate administration can be confusing. We offer an Estate Administration Initial Consult as a paid appointment to educate you about the process of asset transfers from the deceased to the beneficiaries. We ask you to fill out and return our Worksheet, as well as provide any estate planning documents of the deceased, prior to your appointment. The Worksheet gives us background information that is important to the estate administration discussion so that way we can make the most out of your appointment.
Ready to Schedule?
Appointments are available in person or virtually - your convenience, your choice.
Planning for the Unthinkable: Essential Tools for Parents of Minor Children
Approximately three-fourths of Americans do not have a basic will.[1] Many of the same people also have children under the age of 18, which underscores a major misunderstanding about estate plans: They can accomplish much more than just handling financial assets (money, accounts, and property). One of the most important estate plan functions for parents of minor children is the ability to provide...