What’s Included in Your Estate Plan
Every plan is tailored to your needs, but typically includes:
Last Will and Testament
Ensures your wishes are carried out and your loved ones avoid uncertainty.
Revocable and Testamentary Trusts
Provides control, privacy, and flexibility for more complex family or financial situations.
Advance Directive for Health Care
Appoint someone you trust to make medical decisions if you can’t.
Durable Financial Power of Attorney
Allows someone to manage your finances if you're unable.
Beneficiary Planning Support
Guidance to avoid the common mistakes people make with retirement accounts and life insurance.
Why Estate Planning Isn’t Just for Seniors
Many of my clients are:
Young couples with children and no plan in place
Individuals managing assets or property independently
Blended families with specific needs for fairness and clarity
Aging adults wanting to simplify matters for their children
Whether your situation is simple or complex, we’ll work together to create a plan that gives you—and your family—confidence.
My Process: Practical, Thorough, and Focused on You
1
A simple worksheet to gather details upfront
2
A detailed consultation to walk through your options
3
Honest guidance on what documents you need—and what you don’t
4
Straightforward pricing, with no surprise fees