Services
From a first will at 35 to a comprehensive trust at 65, the right plan grows with your life. Here is the counsel we offer [Your City] families.
What we do
From a first will at 35 to a comprehensive trust at 65, the right plan grows with your life.
Foundational documents that direct what happens to your estate — and who cares for your children.
Learn more →Avoid probate, keep your affairs private, and provide for incapacity — all while staying in control during your lifetime.
Learn more →Designate who speaks for you — financially and medically — when you cannot speak for yourself.
Learn more →Steady, compassionate guidance through court administration after a loved one's passing.
Learn more →Protecting assets and dignity through long-term care decisions — including Medicaid eligibility planning.
Learn more →Trusts and structures that provide for a loved one with disabilities without disrupting essential benefits.
Learn more →Why plan now
A guardianship designation is the single most important reason to write a will. Without one, the court decides — and that's a hard place to leave your family.
Powers of attorney, healthcare directives, and Medicaid planning open more options the earlier they're in place. Waiting until a crisis narrows the choices.
Beneficiary designations, trust funding, and tax-aware withdrawal planning all change in retirement. A review now can save your heirs significant cost and confusion later.
What to expect
1
A 60-minute conversation, with no fee. We talk about your family, your assets, and the outcomes that matter to you.
2
I design a plan tailored to your goals — not a template — and walk you through it together.
3
Documents are drafted, refined, and signed in the office with witnesses and notary.
4
Every three years — or whenever life changes (a marriage, a birth, a move, a loss) — we sit down again.
FAQ
Yes. Estate planning isn't just about money — it's about who makes medical decisions for you, who raises your children, and who handles your affairs if you're incapacitated. Those questions matter at every income level.
For most families, a complete plan (will, trust, powers of attorney, healthcare directive) ranges from $2,500 to $5,500 depending on complexity. We discuss fees openly at the first meeting before any work begins.
A will directs distribution after death and goes through probate. A revocable trust holds assets during your lifetime and avoids probate at death — keeping things faster, more private, and often less expensive for your heirs.
Probate is the court-supervised process of administering a will. It's not always burdensome, but it is public, slow (often 9–18 months), and costs money. For many families, avoiding it is worth the upfront planning.
Whenever there's a major life event — marriage, divorce, birth, death, a significant change in assets, or a move to another state — and otherwise every three to five years.
You can — but online forms can't ask the questions that change the plan. Most "DIY" plans miss tax-aware structures, beneficiary coordination, and the specific [State] rules that determine whether the documents actually work when needed.
No pressure. No commitment. Just a chance to talk through what matters most to your family.