Make sure your estate is there when you need it — and passed on according to your wishes.
Planning now ensures someone you love and trust will be making important decisions on your behalf, and that the assets you’ve worked hard for will be distributed according to your wishes. Our estate planning services are conducted on a flat-fee basis, so you get the care you need without breaking your budget.
Asset Preservation
When someone passes away, many things need to happen to the estate before it’s distributed. Sadly, many of these things can pull a significant amount of assets out before it’s settled. Our team works on a fixed-fee basis to help minimize taxes, court costs, and other expenses that shrink your estate before it reaches your loved ones.
Guardianship
If a loved one’s cognitive ability has declined to the point where they can’t communicate their wishes rationally, it may be necessary to appoint a guardian. We can also set up a Durable Power of Attorney and Health Care Power of Attorney in advance — so a court-appointed guardian isn’t necessary and you’ve already chosen those who’ll make decisions on your behalf.
Estate & Trust Administration
We’ll be there to help settle your estate after you’re gone — ensuring your loved ones receive exactly what you intended, as quickly as possible. We’ll guide your family through any necessary probate and take the other steps required. If you have a loved one who recently passed away, we can also represent you through probate and any disputes.
Wills & Trusts
Every estate plan includes a will, and most include one or more trusts. These are the most common tools for protecting assets now and ensuring they’re distributed according to your wishes. Our team will work with you to determine what types of these tools are right for your specific situation.
There for you every step of the way.
Estate planning isn’t a one-time task. We help you set up your plan properly, then keep it updated as your needs change.
Start your estate plan