Comprehensive Estate Planning Made Easy.

Estate planning is more than documents; it’s about the plan for your assets, responsibilities, and legacy. We work together to develop instructions for how your important assets are managed if you’re not managing them, how your vital responsibilities are cared for if you’re not capable, and then how you wish to be remembered when you’re no longer narrating the story.

Living Trust Based Estate Planning

Advice and support beyond the basic documents so that which you hold dear will be managed with efficiency, love and grace.

Trust Administration
and Probate

Streamline your estate planning. Our efficient probate and trust administration services, ensure peace of mind for you and your loved ones.

Path to a Plan

Move from “What do I do?” to “Done!” in three easy steps

Schedule a Consultation

Call us or email to start a free, no-obligation conversation.  We’ll get a good sense of each other, what kind of service is appropriate for you, pricing and next steps.

Design Your Plan

Develop the best set of instructions for your assets, responsibilities and legacy. Prepare the appropriate documentation, review, execute, and support follow-up.

Ensure a Successful Plan

Confidently organize necessary information and discuss your plan with those who will carry it out.

We’re here to help

Our team looks forward to putting our experience and passion to work for you and your family.

Let’s start the conversation

Working with us starts with a conversation.

Insights

Minimizing Estate Taxes and Effective Wealth Preservation Tactics for Your Estate PlanMinimizing Estate Taxes and Effective Wealth Preservation Tactics for Your Estate PlanInsights

When people think about working with an estate planning attorney, they usually think about making an appointment to get a particular document drawn up, such as a will or power…

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Who Should Be the Trustee?Who Should Be the Trustee?Insights

Whether you are forming a trust for the first time or making revisions in documents for an existing trust, it is a good idea to give serious thought to the…

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What Happens to the Trust When I Die?What Happens to the Trust When I Die?Insights

In many cases, people create trusts not to help themselves but to support their loved ones in the future. So, it’s only natural to question what happens to the trust…

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Testimonials