With our estate planning packages, you can:

  • Avoid probate court and keep your family out of long legal battles

  • Control how your assets are distributed

  • Protect your home, your savings, and your legacy

  • Provide clarity and peace for your family during difficult times

  • Check a major life task off your to-do list before the year ends

Let this be the year you take action—not someday, not eventually, not “when things slow down.”
Your family’s future is too important to leave to chance.

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  • Revocable Living Trust

    A revocable living trust is a legal document that allows you to retitle your assets and assign beneficiaries so that your estate is secure and protected in accordance with your wishes. It is intended to ensure that your estate passes to your loved ones without the need of probate litigation or any undue delay.

  • Last Will & Testament

    A last will and testament is a legal document that outlines your wishes for asset distribution and guardianship (of minors) after death. It formalizes intent, ensuring personal and financial affairs are managed according to your desires and is a critical step in securing your legacy and supporting loved ones.

  • Living Will

    A living will is a legal document that provides advance directives about how you wish to be cared for during times when you may be unable to directly communicate. It can include details about your preferences on life support, feeding tubes and pain management.

  • Power of Attorney for Health

    A power of attorney (POA) for health is a legal document that allows you to authorize a person to act on your behalf regarding your health and medical needs and issues.

  • Power of Attorney for Finances

    A power of attorney (POA) for finances (also called a durable power of attorney) is a legal document that allows you to authorize a person to act on your behalf regarding your financial, business and real estate matters.

  • Attorney Consultation

    You will have the opportunity to consult with our lead attorney regarding your estate plan.

✺ Frequently Asked Questions ✺

  • Your purchase of the revocable living trust package will include a total of five (5) documents: a revocable living trust, a last will and testament, a living will, a power of attorney for healthcare and a power of attorney for finances.

    Your purchase of the land trust package will include a total of five (5) documents: a land trust, a last will and testament, a living will, a power of attorney for healthcare and a power of attorney for finances.

  • If you have assets, then you should have an estate plan. You should have a will to direct your personal property (i.e. bank accounts, cars, arts and other possessions) to your intended beneficiaries. You should also have powers of attorney in place so that your assets may be managed and maintained in the event of your incapacity and so that your healthcare decisions are clearly defined.

  • A quitclaim deed is not a proper form of estate planning. Quitclaim deeds do not account for liabilities that arise from capital gains taxes, federal mortgage regulation, bankruptcy or divorce. A quitclaim deed does not allow a grantor to provide contingencies in the event that the intended beneficiary is deceased or otherwise unavailable, which may result in the estate having to be probated in court.

  • You may establish an estate plan, even if you have a mortgage. Mortgages generally allow borrowers to name beneficiaries on real property but not to change ownership.

  • Without an estate plan, it is very likely that your loved ones will be required to file a probate lawsuit in court so that they can obtain legal authority to manage your assets. Creating an estate plan allows YOU to give the requisite legal authority that your loved ones will need; thus eliminating the need for judicial intervention.

  • A properly crafted estate plan is an exacting way to ensure that your plans and desires for your family are fully adhered to. It is a legal practice that dates back more than 3,000 years ago to ancient Egypt and is ratified by local and international laws. We are committed to preparing a plan for you that fortifies your family’s legacy for generations to come.