Estate planning, start to finish.
A tailored plan is usually a combination of several documents that work together. Below are the pieces most of my clients consider.
Some of my typical clients include:
- Parents looking to protect their minor children.
- Married couples seeking to fairly distribute their assets among their heirs, while providing for each spouse.
- Parents of special needs children who wish to set up special needs trusts.
- Single individuals seeking to protect their assets.
- The spouse, children, or other relatives of someone who has passed away and need help transferring the deceased’s assets.
Wills
A Last Will and Testament directs how your assets are distributed and who will care for minor children. For many clients it is the foundation of a plan; for others it works alongside a trust.
- Distribution of personal property and specific bequests
- Guardianship nominations for minor children
- Executor appointments and backup succession
Revocable Living Trusts
A living trust can help your family avoid probate, keep affairs private, and carry out your wishes in a smoother, less burdensome way.
- Drafting and funding of revocable living trusts
- Pour-over wills that work alongside your trust
- Trust funding guidance for deeds, accounts, and beneficiaries
Powers of Attorney
If you can’t make your own decisions temporarily or long-term, a well-drafted Power of Attorney lets someone you trust step in without delay.
- Durable Financial Power of Attorney
- Healthcare Power of Attorney
- Springing and immediate options, explained
Advance Health Care Directives
A written record of your wishes for medical care, so your family isn’t left guessing during a difficult moment.
- Living will provisions
- HIPAA authorization
- Quiet, thoughtful conversations about values and preferences
Planning for Minor Children
Guardianship, trust structures for young beneficiaries, and the kind of language that protects kids well into adulthood.
- Guardianship nominations, including backup designations
- Children’s trusts with age-based distributions
- Letters of intent for guardians and trustees
Trust Administration & Probate
When a loved one passes, families are often unsure what comes next. I help trustees and personal representatives carry out their duties with clarity and care.
- Trust administration support for successor trustees
- Probate representation
- Asset transfers, creditor notices, and beneficiary communications
We’ll figure it out together.
Most first conversations begin with just a sketch of your family and goals. From there I can suggest which pieces fit and which don’t.
Schedule a consultation