Estate Planning & Probate

There are a variety of reasons why people decide to meet with an estate planning attorney and create an estate plan. The top reasons include: avoiding probate, protecting your assets, protecting your beneficiaries and simply avoiding a mess (ie: wasting time and money) in the future due to a failure to have an estate plan in place. Estate planning covers more than just a Will or Trust: we provide power of attorney documents so that you can choose trusted individuals to handle your finances or medical decisions in the event you can not do so yourself.

We offer packages to meet the needs and budget of a wide range of individuals and couples.

POWERS OF ATTORNEY

Includes: Durable General Financial Power of Attorney, Advance Medical Directive and Medical Power of Attorney


STANDARD WILL PACKAGE

Includes: Estate planning counseling session, Basic Last Will & Testament, Durable Financial Power of Attorney, Advance Medical Directive & Medical Power of Attorney.

Perfect for: Individuals or couples without children.


PREMIUM WILL PACKAGE

Includes: Estate & Tax Planning counseling session, Last Will and Testament with Testamentary Trusts for Minor Children or Special Needs Beneficiaries, Durable Financial Power of Attorney, Advance Medical Directive and Medical Power of Attorney

Perfect for: Individuals or couples with children.


DELUXE PACKAGE

Includes: Everything in the “Premium Package” + customized Business Succession Plan

Perfect for: Business owners who wish to keep the business within the family or sell it, before or after passing away.


Estate Planning Documents:

  • Last Will & Testament
  • Trusts
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPPA Authorization
  • Advance Directives
  • Living Wills
  • Business Succession