Wills & Trusts

Estate Planning From Home

Our Estate Services

We handle all forms of Estate Planning, from simple wills to complex trust issues.  We pride ourselves on offering excellent service at an affordable price.

Technology as an Asset

In order to achieve excellent service at this affordable price, we like to use as much technology as possible.  We do not believe that there is any reason for our clients to leave the comfort of their own home with the technology that we have available in our hands.

To this end, we offer many distinct ways to  gather information to complete your estate plan.  This includes, the internet, e-mail, telephone, video conference, and even old-fashioned mail.

Don’t worry though, your case will be handled by one of our excellent lawyers from start to finish and you will, most likely, be working closely with either Scott or Glenn.

Our Estate Planning Experience

Our firm has handled numerous estates since 2008.  We have the experience and the knowledge to assist you in planning your estate and make it go as smoothly as possible.

We know that Estate Planning is personal, confidential and even a bit scary.  We will do our utmost to ensure that your family, your business and even your pets are protected.

We offer four levels of estate planning:

  1. The Family Protection Plan. This includes the following:
    • Healthcare Power of Attorney
    • Living Will
    • Appointment of Guardian
    • Financial Power of Attorney
    • HIPAA Authorization
  2. The Property Protection Plan. This includes everything in 1, plus:
    • Last Will and Testament
    • Beneficiary Deed for Real Property
    • Personal Property Memorandum
  3. The Probate Protection Plan. This includes everything in 1 and 2, plus:
    • Revocable Living Trust
    • Funding of Your Trust
    • Certification of Trust
    • Asset List
    • Post Mortem Wishes
  4. The Estate Tax and Creditor’s Plan
    • This is an Irrevocable Trust to protect your assets from creditors.

Each of these levels adds complexity and cost to your estate plan.  Our goal is to determine the correct one for your situation and to implement it through our process.

What to Expect

During he initial consultation, we will go over your goals and your assets to determine what type of estate plan is right for you.  This will allow us to give you an accurate price quote.  At this point, we will send you a questionnaire and fee agreement.  Once we receive the completed questionnaire and fee agreement we will schedule an estate design consultation to make sure we understand exactly what you want to do.

After the design consultation, we will draft your estate plan.  We will then send it to you for your review.  At this point, we can arrange a signing consultation with our firm notary, or you can take it to a notary on your own for you to sign with your own witnesses.  Once this is done, we will help you fund your trust (if necessary).  This means transferring your property to the trust we prepared for you.

That will complete the process.  Ideally, we hope you refer us to you friends and families!