I know the feeling: you love your child more than anything in the world, and don’t want to imagine a situation where you could not be together. While you can’t control the future, you can plan for what you do know. Whether it’s planning for children, loved ones, fur-babies, or charitable giving, estate planning can provide you peace of mind.

You choose what works for you.

Quality not quantity. I love working with a small number of clients to ensure education and empowerment anchored in an attorney-client relationship are the deliverables, not just a stack of documents. My goal is to help you learn what you need to about estate planning so you can make an informed decision about what planning will serve you best. I will be happy to create discrete documents, but some typical packages of documents to consider include:

Basic-4 Plan: for those who want to establish the four most common estate planning tools.

Includes:

Will (possible testamentary trust; nomination of guardian within will), Personal Property Memo, Asset Spreadsheet Template, Applicable Instructions for Testamentary Trust, Durable Power of Attorney, Health Care Power of Attorney, Advance Directive (“Living Will”), HIPAA form, and 3-year review.

Family Plan: for families who want to document detailed wishes concerning the care for minor children in addition to the basic estate planning documents. 

Includes:

Will (possible testamentary trust; nomination of guardian within will), Personal Property Memo, Asset Spreadsheet, Applicable Instructions for Testamentary Trust, Durable Power of Attorney, Health Care Power of Attorney, Advance Directive (“Living Will”), HIPAA form, appropriate child-specific documents, and 3-year review.

Trust Plan: for those who want assurance and peace of mind knowing assets will be transferred to heirs with the most ease, convenience, and privacy possible. 

Includes:

Will, Personal Property Memo, Asset Spreadsheet, Trust, Certification of Trust, Applicable Deed assistance, Assignment of Personal Property, Certification of Trust, Applicable Instructions for Funding Trust, Durable Power of Attorney, Health Care Power of Attorney, Advance Directive (“Living Will”), HIPAA form, appropriate child-specific documents, and 3-year review.