Initial Consultation
Why Do I Need an Estate Plan?
Many people consider creating a will or trust to be an act of love for their families. A well-written estate plan helps surviving family members handle the property aspects of a loved one's death with confidence, harmony, and minimal frustration.
If you own assets of any kind — a home, investments, life insurance, or other possessions — then you have an “estate” and need an estate plan such as a will or a trust. Your estate plan says who will inherit your property and ensures that your children and loved ones will be taken care of according to your wishes.
What to Expect
The process of setting up your will or trust begins with a free initial consultation.
I will ask questions and answer your questions. In the end, we'll design a personalized plan that meets your needs and reflects your wishes.
Upfront Pricing
Our initial consultation is free of charge. If you decide to have me draft your will or trust, you will know the fees upfront. I don't charge by the hour and am available to answer questions at any time.
Drafting and Reviewing Documents
I will create a personalized estate plan to meet your needs. I will give you drafts of your documents to review at your convenience before we sign them.
Implementing Your Plan
When you are happy with your estate plan, we will schedule a signing appointment.
Peace of Mind
When we are finished, you will have the peace of mind that comes from knowing your wishes will be carried out and your loved ones will be taken care of.