Intentional & durable plans
Having an estate plan enables your loved ones to grieve and move forward without an additional burden from a potentially complicated, expensive, and time-consuming process of figuring out how to administer your estate. It offers you the opportunity to leave an intentional legacy while gifting your survivors with a roadmap to ensure your wishes are met.
What’s included:
I offer a flat fee estate planning package to help clients create an estate plan that works for them. A good fit for most people, each package includes the following documents:
- Last Will & Testament
- Durable Power of Attorney for Health Care
- Durable Power of Attorney for Finances
- Advanced Health Care Directive
The Estate Planning Process
If you need estate planning, please reach out to get started. The process is a bit different than for other types of legal work, so here is a breakdown of what to expect:
- Begin the process with a free 10-15 minute call to assess your needs and determine if working together is a fit.
- You’ll receive an information form to complete and a fee agreement.
- When the form is complete, we’ll have a meeting or call of up to 1 hour to talk about the needs and questions you have.
- The drafts are created, sent for you to review and send feedback on.
- Final meeting to execute (finalize) the documents.
If you’d like an attorney who will be a professional and practical guide to help you resolve your legal matters outside the courtroom, click to get started.