Your Partner in Trusts and Estate Planning
Every journey starts with a clear intention. Perhaps you are considering establishing a trust. Maybe you're looking to create a comprehensive estate plan. Or you may have specific wishes regarding your assets. Regardless of your situation, how you convey your objectives can significantly impact the outcome.
It's important to express your vision authentically. With countless legal processes available, your individual perspective is what will distinguish your approach from others.
Basic Service
This service includes essential legal guidance for your estate planning needs, ensuring that your wishes are clearly documented and honored. This option is best suited to individuals who have modest assets they would like protected for their loved ones.
Intermediate Service
This option provides a more comprehensive overview of your estate arrangements, offering tailored solutions and personalized advice for your unique situation. This option is ideal if you do not own multiple properties or a business. Documents include a revocable living trust, pour over will, schedule of assets, durable power of attorney, advanced health care directive and HIPAA authorization forms.
Advanced Service
This advanced service includes in-depth planning and the creation of customized legal documents to protect your legacy and provide peace of mind. This option is ideal if you own multiple properties or a business, or if you are considering a joint or separate plan for your spouse or registered domestic partner, or if you have children with special needs. Documents include a revocable living trust, pour over will, schedule of assets, durable power of attorney, advanced health care directive and HIPAA authorization forms.
