Estate Planning

We have been completing estate plans for clients for over twenty years.  Whether you need living trusts, wills, and powers of attorney, or complex estate tax reduction strategies, we would be happy to sit down with you and discuss your goals.

In addition to living trusts, wills, and powers of attorney, we also prepare irrevocable asset protection trusts, stand alone retirement plan trusts, health care directives, HIPAA authorizations, as well as a host of other estate planning documents.

Our initial meeting will usually last 30 to 45 minutes. It is an opportunity for us to meet, discuss your goals and figure out if we will be able to work together. Most estate planning projects may be completed on a fixed-price basis so that you are agreeable to the total cost up-front.

Our workflow process is as follows: 

  • Initial Meeting

  • Design Meeting

  • Plan Creation

  • Review, Signing and Delivery Meeting

  • Follow-up

If you would like to organize your information prior to meeting with us, please see the attached checklist. Filling out this form is not required. It is only provided to assist those that would like to get started prior to meeting with our office. 

Estate Planning Worksheet - Married

Estate Planning Worksheet - Single