Wills, Trusts, and More for Today's Families
What is Estate Planning and Who Needs to Do It
Estate planning allows YOU to decide how you want your property handled in the event that you are incapacitated or pass away. It is one of the most important things that we need to do for ourselves and our loved ones, but it is often overlooked or forgotten.
It is your opportunity to gift your personal property, real estate, investments, heirlooms, values, and wishes to the next generation. Preparing an estate plan not only keeps your loved ones out of conflict when something happens, but it also allows you to become more organized than ever before.
Honestly, everyone over the age of 18 should consider doing some form of estate planning. Many believe that you have to be extremely wealthy in order to even consider estate planning, but thankfully, that's not the case. Whether you have $1 or $100 million, the State has a plan available for you and that may not be in alignment with your real desires.
We serve all families including the LGBTQ+ community, single parent families, blended families, and more.
Why Choose Us:
Benefit 1: Flat Fees
The firm never charges an hourly rate for estate planning services. All fees are discussed and known upfront before any work is completed.
Benefit 2: You Choose Your Fee
Every level of plan starts with a base fee. You may then add specifics to your plan during the design process that will determine your end fee. It's your choice!
Benefit 3: Streamlined Process
Our process is designed to provide you the custom plan that best fits your family's needs while allowing you to remain at a lower level of stress.
Benefit 4: About More than Docs
This is about more than just the documents. We provide family meetings, legacy interviews, and more for you and your family.