Estate, Trust, & Legacy Planning
Estate, Trust, & Legacy Planning is a comprehensive, living system designed to educate you, present the best paths forward, and secure your estate for generations to come.
1
What is an Estate Plan
An estate plan is a set of legal documents drafted and executed to establish your wishes for your estate in the event of your death or incapacity.
Our Estate, Trust, & Legacy Plans are more than just legal papers. When you work with our firm, we craft your plan to fit your unique circumstances, assets, family dynamics, and values.
2
How We Craft Your Estate Plan
First, we meet for an Estate, Trust, & Legacy Planning Session. The objective of the Session is to clarify what would happen to your estate, assets, family, and legacy in the event of your death or incapacity. If you determine that your current plan is not comprehensive enough to support and protect the legacy you've created, we will work together to craft an estate plan that works for you and your family when you need it most.
Each plan is tailored to your unique needs. As your life, family, finances, and health change over time, we will update your estate plan together to preserve your legacy, reduce or eliminate estate taxes, and keep your family out of probate court and conflict.
3
How We Prepare You for Life
We give you access to a Personal Family Lawyer so you can have the guidance you need to maintain a life of prosperity and we encourage communication with our clients so you never have to be afraid to call with a quick question. Most of our services are billed on a flat-fee basis and agreed to in advance, so you can expect care and legal expertise without surprises.
Your Estate, Trust, & Legacy Plan is a living plan, one we will work together to update so that it continues to work throughout and beyond your lifetime.
If you are ready to begin your Estate, Trust, & Legacy Planning process, we are here to guide you to protect your loved ones and the life you've built.
