Estate Planning is our Passion
Personalized estate plans that define your lasting legacy and ensure your final wishes are met.
We believe that great estate planning is about more than just signing some documents.
Rather, it’s about the memory you leave behind, it’s about responsibility, it’s about growing older and living well. It’s about good parenting, learning from our ancestors, and teaching younger generations about growing up and living well.
It’s more than estate planning – that’s why we call it “Life and Legacy” planning. When done well, by lawyers who truly care and have the right expertise, we can help you pass on the true meaning of inheritance, purpose and legacy.
Contact us today to learn more about our process. We believe in a fair, fixed pricing model with no hourly rates or hidden costs. The first conversation is educational for both us and you, so we can generate a plan that meets your needs. There’s no obligation to work with us, so talk with us today!
How we can help
Wills
A will is a legal document in which you decide how your assets will be distributed and who will care for your minor children.
Trusts
A trust directs a third party (trustee) to hold and distribute your assets for the beneficiaries you choose.
Advanced Directives
Advanced directives allow you to decide how your medical care is handled if you can't do it yourself.
Durable Power of Attorney
A DPOA let's you appoint an agent to manage your affairs if you become incapacitated.
Medicaid Planning
Learn how to qualify for Medicaid coverage of Nursing Home Care using advanced planning strategies.
Asset Protection
Strategic planning can protect you and your spouse against threats to your assets during your life, and save your children’s inheritance after you are gone.
- Fair, fixed fees: Upfront and transparent pricing. No hourly rates and no hidden costs.
- Your perfect plan: We give you a menu of options so you can build a plan that's as big (or little) as you want.
- Collaborative approach: You're not one-dimensional, and your planning should reflect that. We can work closely with your FA, CPA or other important advisors.
- Education focused: we teach about the law so you can make educated choices, but we don't make it a sales pitch.
Our Process
Our process is designed to overcome the drawbacks of traditional lawyer-provided estate planning, which tends to focus on documents, not people. We understand that your time is valuable, and that making an estate plan may not be your idea of a good time. But you also deserve an attorney who is thorough and thoughtful. So, we’ve structured our process to make it as easy as possible for busy families to complete their estate plan. Here’s how we do it differently:
Contact Us
Reach out to schedule a free consultation. During the consultation call we’ll learn a little about you, answer any questions you might have, and explain how our estate plans are superior to most. If we’re a good fit for you, we’ll schedule an initial phone or video meeting when it is convenient for you.
Vision Meeting
The Vision Meeting is where we start learning about you, your goals, and your assets. At the end of the meeting, based on everything we’ve learned, we’ll propose a custom plan for you with a fixed price for our work. If you’re ready to move forward, you’ll make a 50% payment.
Design Meeting
The Design Meeting is where we really dig into the details of your life and legacy plan. We’ll talk about who you’d like to designate in important roles, such as trustees, executors and financial agents. Depending on the complexity of your estate, the design step may occur at the end of the vision meeting.
Signing Meeting
This is the formal meeting where your plan takes effect. At this point we’ve prepared all the documents and now we need your signature. After signing your documents, depending on your chosen estate plan, we may prepare beneficiary designation and other forms necessary to accomplish your goals.
Delivery Meeting
We meet one more time to deliver your plan documents to you. We remain available to you at no additional cost for a full year – during which time we will address any questions or concerns that you or your advisor might have.
Ready to get started? Don't wait - contact us now!