Estate planning.
From wills and trusts to long-term planning, estate matters deserve clarity and control. The approach here is deliberate, centered on protecting assets, honoring intent, and reducing future burdens. It is about preparing thoughtfully now so those you care about are positioned to navigate what comes next with confidence.
Legacy, secured by design.
Estate planning is a strategic exercise in foresight. Every component is crafted to align with client goals, anticipate potential challenges, and deliver results that reflect thoughtful, deliberate preparation.
estate planning services.
From foundational estate plans to complex asset protection strategies, this practice offers comprehensive guidance. Clients are equipped to make confident decisions around wills, trusts, succession planning, and long-term care contingencies.
HOW IT WORKS
THE Process.
❖
STEP #1 - INITIAL CONSULTATION
The process begins with a conversation, whether by phone, in person, or video call, based on the client’s preference. This meeting is strategic and efficient, designed to identify priorities and initiate a tailored estate plan that typically includes a will, living will, power of attorney, and healthcare directive.
❖
STEP #2 - DOCUMENT REVIEW
After the consultation, draft documents are prepared and delivered for review. Clients are encouraged to take time, usually a week or so, to read through the materials and note any changes or questions before finalization.
❖
STEP #3 - EXECUTION APPOINTMENT
Once the documents are approved, the client returns to the office for formal signing. Two witnesses and a notary are provided, and the documents are executed in a single, streamlined visit.