Wills, Trusts & Estate Planning

How it Works

Once you complete and submit the short contact form, we will reach out to schedule a free consultation with an attorney - over the phone, online or in-person, whichever is most convenient for you. We offer “extended office hours” including some weekend appointments for virtual initial consultations via Zoom so that you do not need to leave your home or office to get started.  If you decide to move forward, we will then provide you with a flat fee price quote for your wills, trust and estate plan, prepare draft documents for your review and answer any questions.  Finally, once you are ready to sign we will provide witnesses and notary public services so that all the documents are properly executed.

Estate Plans

An estate plan can ensure that the assets you’ve worked to acquire during your life go to those whom you intend when you pass away. Although estate planning is an ongoing, life-long process, most individuals and couples can establish a basic estate plan after one meeting. We will draft the documents for your review, make any necessary changes and then make sure they are properly executed.

• Last Will and Testament. A last will and testament states how you want your assets to be distributed and who you want to become the guardian of your minor children.

• Living Will. A living will tells your family and physicians your wishes about the kind of medical care you wish to receive in the event you become incapacitated. Let your loved ones know your decisions in advance with a properly prepared and executed living will.

• Healthcare Power-of-Attorney. If you were unable to make your own medical decisions, is there someone (or more than one individual) you would want to be responsible for your care? A healthcare surrogate designation does just that and works in conjunction with your living will.

• Durable Financial Power of Attorney. A power of attorney allows you to designate someone to act on your behalf. A power of attorney can become effective immediately or it can become effective only in the event you become incapacitated. 

• Living Trust or Revocable Trust. A living (revocable) trust allows your assets to pass outside of probate to your beneficiaries. You may continue to control these assets as trustee during your lifetime and may revoke (terminate) the trust at any time. If properly created and funded, a living trust may allow your estate to avoid the probate process completely.

• Conservatorship vs. Power-of-Attorney. If a person becomes incapacitated, whether as a result of an accident or illness such as dementia or Alzheimer's Disease, it may be necessary to ask a Court to appoint a conservator or an adult guardian. Often this occurs if the person does not have a durable power of attorney and/or a living trust already in place. A conservatorship requires medical proof of the disability and the court will decide whether and who to appoint to take care of you or a family member, including who will make health care and financial decisions. If you find yourself in this unfortunate situation, we can help you navigate the process to protect your loved ones. 

Estate Planning Costs

​We provide most estate planning services on a flat fee basis. After our initial consultation and before we begin work preparing your documents, we will provide you with a flat fee quote for our services. Occasionally, clients with complex trust provisions, business succession planning, tax planning, or special needs trusts may require a fee range or hourly rate based on their individual circumstances.