Good estate planning is good life planning

The estate planning process doesn’t have to be complicated or uncomfortable. Together we'll create an easy-to-understand estate plan that fits your needs. I will help you identify your estate planning "team" and organize your estate planning documents and financial records, making it easy for you and for your loved ones to know exactly what to do next.

We'll talk about your personal situation, your family, your assets, and your goals. I'll help you decide whether a revocable trust is appropriate for you, or not. Then, based on our discussions, I'll prepare an estate plan for you that includes:

  • Advance Health Care Directive
  • Additional Guidance for My Healthcare Agents
  • Financial Durable Power of Attorney with Special Instructions
  • Revocable Living Trust
  • Last Will

If you have young children, we'll also prepare nominations of guardians - both temporary (emergency) and permanent.