Estate Planning

Whether you need a review of an existing estate plan or have not started your estate planning, I am here to assist. During the consultation, I will guide you through the process of creating a Last Will and Testament, Codicil(s), Trust Agreement, Amendment(s), Certification of Trust, Durable Power of Attorney, Healthcare Surrogate Designation, Living Will, and/or Deed(s), as well as provide instructions for funding a trust. I offer estate planning packages and a la carte services. Please call or email today to schedule a complimentary consultation. Below is a very brief description of the three-step process.

Consultation

 

The first step is the consultation, which needs to be scheduled in advance. I offer an up to one-hour complimentary consultation with flexibility. 

Document Review

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The second step is the document preparation and review process. I carefully prepare a customized estate plan to meet my clients' specific needs and wishes.

 

Document Signing

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The third step is the estate planning signing. Due to the pandemic, in-person signings are conducted with temperature checks, social distancing, mask wearing, and other safety precautions.