You know you need an Estate Plan, but you're not sure what's the best plan for your family ...
There are many legal strategies you might consider implementing as you design your estate plan. We help you design a customized estate plan to take care of you and those you love.
Common Ways We Help Our Clients:
Name A Guardian For Your Children
Do you want a judge to decide who will take care of and guide your kids through the rest of their lives? But this will happen if you don't name a guardian yourself.
Protect Your Family With A Trust
Trust-based planning can provide for your children over time and can be planned to coincide with life’s milestones – college, their first home, marriage, children of their own, etc. – or based on specific ages or dates.
Protect Your Family With A Will
Wills are perhaps the most important aspect of an Estate Plan and are often the foundation of an effective Estate Plan.
Protect Your Business
What will happen to your business when you retire, die or become incapacitated? It may not be something you think you need to consider now, but situations can change in an instant at any time.
Our Estate Planning Process
Schedule A Free Strategy Session
There’s no one-size-fits-all in estate planning, so your strategy session will be specifically tailored to meet all your needs. During your session, you’ll go over different planning strategies and instruments – what they do, why, and how best to use them – and we'll answer all questions or concerns you have. Before agreeing on a strategy to implement, you’ll fully understand what it entails, why it’s being recommended, and the investment needed to complete your estate plan. If you want to hire us to create your estate plan, we’ll complete and sign our Representation Agreement which will set out the specific plan being created and the fixed fee associated with that plan. You’ll then have an opportunity to ask any additional questions you may have, and you’ll be given a brief overview of the next steps you should expect.
Drafting Your Estate Plan
Our team plans for 2-3 weeks to draft your plan documents. That period will be based on our current workflow and any specific needs you may have. We are certainly able to accommodate your needs. We will send you draft versions of your planning documents to review at your own pace. At that time, you may have additional revisions, questions, or clarification of terms. Our open communication platform means you don’t have to hesitate to ask or suggest. At the end of the day, this is your plan and we want you to be fully comfortable with the details and how it works.
Estate Plan Signing
After you’ve approved your draft documents, we’ll prepare your final documents to be signed and schedule your Signing Meeting our office, and on a date and time that’s convenient for you. On the day of your signing, we'll go over your documents prior to signing. The signing meeting usually lasts between 30-60 minutes. After your signing, you’ll be given your original documents along with additional handouts for your information. We’ll also send you a digital version of your signed documents for your records.
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