Estate & Lifetime Planning
Ensure your wishes are known to your family and give them the comfort that your estate is planned.
Our aim is to give you more than just papers. We help you develop a plan that you understand and can confidently implement.
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Planning Packages
Depending on the client's goals and circumstances, a typical planning package includes wills and lifetime planning documents. Some planning strategies will also employ the use of trusts.
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Will
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Trusts
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General Power of Attorney
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Medical Power of Attorney
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Advance Directive for Medical Treatment (Living Will)
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HIPAA Authorization for Release of Medical Information
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Statement of burial and ceremonial wishes
We also help people with a variety of other planning tools, as well as coordinating their business planning with their estate planning. For those with animals in their lives, such as horses or pets, we can assist with planning for their care when you are unable to care for them, including trusts specifically for your animals.
Our Process --- Thorough Estate Planning Involves More than Just Papers
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You and an attorney have a 10-15 minute free initial call to discuss what you are looking for, how we can help, and discuss our process.
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We then meet together for a lengthy strategy meeting where we learn about you and your family and your goals, complete an asset review, discuss estate and lifetime planning, and map out a plan that fits you.
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We get to work and develop your estate plan, collaborate with you, and counsel you on how it works as it all comes together.
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We coordinate the formal signing process and provide you with tools and information to confidently build on the foundation you've created with us.
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We support you and your family as you implement and update your plan as life changes over time. This includes conversations with your other professional advisors and family to make sure everyone and everything is coordinated.
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What is the investment?
The investment in a planning package depends on the nature and complexity of an individual's needs. Pricing can vary substantially depending on the type of estate plan you need and choose, such as planning for dependents and with trusts. We will discuss pricing in our free initial call after we learn more about your specific circumstances and can give you a range of options for different packages you might choose from.
Don't let nervousness about the subject matter or uncertainty about the process get in the way of doing what you know you need to do for your family. We are here to help and happy to talk. Click the "Schedule a Consult" button below. There is no cost to start the conversation!