Services

What is estate planning?

Estate planning is the process of making clear, legally effective decisions about who will manage your affairs, care for your loved ones, and receive your assets if you become incapacitated or pass away. A good estate plan is not just about distributing property — it is about protecting your family, reducing conflict, avoiding unnecessary court involvement, and giving you peace of mind that your wishes will be honored.

Estate planning

We offer multiple flat-fee packages, and each can be tailored to meet your specific needs. We understand that estate planning is a process, and it requires constant communication between the client and the attorney. Flat fee packages mean that we do not charge you for answering your phone calls and emails, and you can rest assured that there will be no hidden or surprise fees.

Will package

Will, including Guardian Designations
Financial Durable Power of Attorney
Healthcare Power of Attorney
HIPAA Authorizations
Funeral Representative Designation

Trust package

Living Trust
Pour-over will, including Guardian Designations
Financial Durable Power of Attorney
Healthcare Power of Attorney
HIPAA Authorizations
Funeral Representative Designation
Personal Property Memorandum
Limited initial funding

Premium package

Living Trust
Pour-over will, including Guardian Designations
Financial Durable Power of Attorney
Healthcare Power of Attorney
HIPAA Authorizations
Funeral Representative Designation
Personal Property Memorandum
Coordinated funding of your Trust

Business Succession Planning

Your business is one of your most important assets. A business succession plan helps ensure that your company can continue, transition, or be sold according to your wishes if you retire, become incapacitated, pass away, or step away from leadership.

Our succession planning packages help business owners coordinate their estate plan, business documents, management structure, and long-term goals so that family members, partners, employees, and customers are not left with uncertainty.

Succession Readiness Review

A focused review of your current estate planning and business documents to identify gaps, risks, and inconsistencies that could affect business continuity.

This package may include review of estate planning documents, operating agreements or bylaws, ownership records, organizational structure, key employee agreements, insurance information, and a written recommendations memo.

Business Continuity & Succession Blueprint

A practical roadmap for keeping the business operating during a transition or emergency.

This package includes the Succession Readiness Review, along with guided planning discussions and preparation of core planning tools such as an emergency continuity plan, communication plan, delegation of authority matrix, advisor contact sheet, and succession planning roadmap.

Complete Business Succession Plan

A comprehensive planning package for owners who want legal implementation and deeper coordination between business succession and estate planning.

This package includes the Business Continuity & Succession Blueprint, plus drafting or updating key legal documents, which may include buy-sell agreements, operating agreement provisions, shareholder agreement provisions, management succession provisions, ownership transfer provisions, and estate-plan coordination.

Important Limitations: Unless specifically included in the engagement agreement, these packages do not include tax opinions, formal business valuations, insurance suitability analysis, securities law advice, ESOP planning, litigation, family mediation, sale transaction representation, or negotiation among adverse parties. We may recommend coordination with a CPA, valuation professional, insurance advisor, financial advisor, or other professional when appropriate.

Other services

Legacy Interview

Flat fee

As part of your estate planning process, we offer professionally recorded interviews where you can share your life experiences, important messages, and family history in your own words. This lasting keepsake ensures that your voice and legacy live on — providing your loved ones with guidance, inspiration, and cherished memories for years to come.

Fiduciary Consultations

Hourly

If you have been appointed as fiduciary — trustee, personal representative, conservator, or guardian — you have a legal obligation to act and are held to a standard of responsibility. We can review and consult on your specific duties as outlined in the Trust or Will, ensuring you fully understand your legal and ethical obligations and helping you navigate your role with confidence.

Reviews or Amendments of Existing Plans