Estate Planning

The right tool for the job.

No two clients are alike. We build a custom estate plan in keeping with your unique needs and priorities. During client consultations, we advise you on which legal instruments may be right for you. Below you can read about some of our most frequently recommended documents.


Wills can be used to appoint guardians, gift property, nominate a personal representative, and move property into a trust.

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Trusts avoid probate court, preserve money & assets, ensure privacy, and provide long term support of beneficiaries.

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General Power of Attorney

Give financial authority to another individual.

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Health Care Power of Attorney

Give health care authority to another individual.

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Advance Health Care Directive

Outline health care treatment decisions, in case of incapacity.

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Beneficiary Deed

Give your home to your beneficiaries upon your death. 

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