top of page

Estate Planning

Last Will & Testament  •  Power of Attorney  •  Living Will  •  Trust
Medicaid Planning  •  Disposition of Remains  •  Business Succession

You're here because you need a plan for your assets and family. I tailor my services to your planning goals by guiding you through the options and letting you choose what is best. In most cases, I charge a flat fee for preparing the documents you select, so there's no surprise hourly-rate bill at the end of the process. There's also no expense or inconvenience in getting started, as I offer the flexibility of a virtual or in-person free initial consultation. Call or click the button below and let's get your plan in place.

Will-Based Package

  • Last Will & Testament

    • Name your beneficiaries​

    • Select your executor

    • Nominate a guardian for your minor children

    • Create a testamentary trust for minor beneficiaries

    • Leave a gift to a nonprofit, charity, or religious organization

  • Durable Financial Power of Attorney

    • Select ​a trusted agent to act on your behalf

    • Avoid an expensive and potentially divisive guardianship/conservatorship proceeding

  • Healthcare Proxy

    • Select a trusted agent to make healthcare decisions on your behalf​

  • Advance Directive (Living Will)

    • Let your healthcare providers and family know your end-of-life care preferences​

  • Disposition of Remains

    • Name an agent to follow your wishes regarding the disposition of your remains e.g. burial or cremation​

Starting at $299 for individuals and $499 for couples.

Trust-Based Package

  • Revocable Living Trust

    • Avoid the time and expense of probate

    • Name your trust beneficiaries​

    • Select your trustee

    • Maintain financial privacy

    • Efficiently pass assets

  • Deeds Transferring Real Estate to the Trust

  • Assignment of Personal Property to the Trust

  • Certificate of Trust and Memorandum of Funding Trust

  • Deeds Transferring Real Estate to the Trust

  • Pour-over Last Will & Testament

    • Name the trust as your beneficiary to transfer any assets not already in the trust

    • Select your executor

    • Nominate a guardian for your minor children

  • Durable Financial Power of Attorney

    • Select ​a trusted agent to act on your behalf

    • Avoid an expensive and potentially divisive guardianship/conservatorship proceeding

  • Healthcare Proxy

    • Select a trusted agent to make healthcare decisions on your behalf​

  • Advance Directive (Living Will)

    • Let your healthcare providers and family know your end-of-life care preferences​

  • Disposition of Remains

    • Name an agent to follow your wishes regarding the disposition of your remains e.g. burial or cremation​

Starting at $999 for individuals and $1,499 for couples.

bottom of page