Why Choose Us?
Our attorneys have decades of experience litigating Trusts, Wills, and other Estate and Business matters. We are keenly aware of how poorly drafted estate documents, or no estate documents at all, can result in expensive courtroom battles, chaos, confusion and even family division. Our law firm Mission and Process are born out of this experience.
Our attorneys have decades of experience litigating Trusts, Wills, and other Estate and Business matters.
We are keenly aware of how poorly drafted estate documents, or no estate documents at all, can result in expensive courtroom battles, chaos, confusion and even family division.
Our law firm Mission and Process are born out of this experience.
We are an education-based law firm with no hard sale pitches. We provide education and counseling to individuals and families in the main practice areas of Estate Planning, Medicaid Asset Protection, Probate and Trust Administration.
We help you identify and reduce the risks to you and your loved ones from creditors, predators, and the costs of long-term care. We help you safeguard your life’s work. Without proper planning, you may leave your loved ones with disagreement, family division, and even litigation.
Estate planning is not about how much money you have, it is about taking care of yourself and those you love. We help you ensure what you have, gets to the people you love, when you want, the way you want.
Our first consultation is free of charge. In this initial meeting we do macro-estate planning. During this “vision” meeting we discuss your estate planning goals. We also educate you about different estate plans so you can determine what plan best protects and provides for you and your loved ones. We believe going through this process is the best way to obtain clarity of vision about your estate planning needs.
The second time we meet we do micro-estate planning. After you have selected your estate plan in the “vision meeting,” we educate you about the many options available to you for your particular estate plan. We customize your plan for your unique circumstances.
Draft Legal Documents
Once your plan is designed and customized for you, we transform your plan into a set of documents that support your estate goals.
Estate Summary Approval
We create a summary of your estate plan for your review. You review the beneficiaries, fiduciary choices, and distribution provisions to ensure your documents match the plan we designed together. Once you have approved this summary, we will meet in-office for a more thorough review of your estate plan.
Review and Signing Meeting
We review each document with you and explain how each may be used. After the review, you sign your documents, setting your plan in motion. Two witnesses and a notary public are provided so you can properly execute your documents.
If you choose an estate plan with a Trust, you will need to transfer designated assets into your Trust(s). This process is called “funding” the Trust. Additionally, you may name your Trust as the beneficiary of one or more of your assets/accounts. We guide you through this process.
Our funding coordinator works with you to ensure that your funding plan has been successfully executed.
Schedule a free consultation with one of our experienced Attorneys
We provide education and counseling to individuals and families so that you can make informed choices with confidence.