Services

SIMPLIFIED ESTATE PLANNING

Our focus is 5-Star client satisfaction. We use online scheduling, virtual meetings, a secure mobile-friendly portal for intake questions, plus easy-pay and easy-sign processes to maximize client convenience.

Strategic Planning Session

In your initial session you’ll learn how certain laws impact your estate, based on details you share. This will help you determine which type of estate plan is ideal for you.

COMPREHENSIVE TRUST-BASED PLANS

Have your assets serve your interests when life is business as usual, when challenges arise, and when you pass on your legacy to your loved ones.

REVOCABLE LIVING TRUST

This type of trust allows you to control your property and money while you’re alive. If set up properly, it can also allow for privacy, smart tax strategies, probate mitigation, and safeguarded asset distribution after you’ve passed on.

GUARDIANSHIP NOMINATIONS FOR MINOR CHILDREN

We provide legal counsel about critical factors that parents need to evaluate so they can make the best choices for their children.

COMPLIMENTARY REVIEW AFTER ONE YEAR

We offer a complimentary review after one year to address whether anything in your life has changed that merits updating your plan.

ESTATE PLANNING FOR ALL FAMILY TYPES

Your personalized estate plan can be custom tailored to fit your family structure, whether you’re a single parent, a divorced parent, part of a blended family, part of a traditional family, or part of a non-traditional family. We proudly serve all types of families.

ASSET PROTECTION

As part of our commitment to our clients, we provide legal guidance about safeguarding money and property against creditors, predators, and mischief makers.

INHERITANCE PROTECTION

Shield the inheritance you leave your loved ones from creditors, bankruptcy, divorce, or mischief-makers in ways that Do-It-Yourself & other Estate Planning methods simply don’t accomplish.

FINANCIAL POWER OF ATTORNEY

Legally designate someone you trust to have broad or limited authority to handle financial transactions on your behalf.

ADVANCE HEALTH CARE DIRECTIVE

Give instructions about your health care preferences and designate someone to make health care decisions for you in the event you are unable to communicate for yourself.

EMERGENCY PLANNING

Have a plan in place to protect what matters most during emergencies. We will help you make sure your emergency plan is suited to the unique needs of you and your loved ones.

TRUST FUNDING SERVICES

A revocable living trust must be properly funded to work as intended. This is a key final piece of the puzzle. Proper funding involves formally moving the money and property meant to be part of the trust into that trust.

COMPREHENSIVE WILL-BASED PLAN

Modern Estate Planning includes so much more than having a will for after your death. Your comprehensive plan provides key preparedness for while you’re alive just in case something unexpected happens to you.

LAST WILL AND TESTAMENT

This document is part of our will-based plan. It enables you to specify how the probate court should allow your money and property to be distributed upon your death.