Estate Planning

The right tool for the job.

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

Wills

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

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Trusts

Trusts avoid probate court, preserve money & assets, ensure privacy, and provide long-term support to 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

Make health care treatment decisions in case of incapacity.

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Transfer Deeds & Beneficiary Deeds

Give your home to your beneficiaries upon your death. 

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