Most people put this off not because they don’t care, but because it feels overwhelming.

Below are examples only of available planning options. We will work together to determine the documents specific to your life circumstances during our consultation. Because of the flat fee pricing, you will always know the total cost in advance so you can focus on protecting your loved ones instead of watching the clock.

Services

The Essentials + Pet Trust

The essentials for your and a pet trust for them. Because they are family too. A pet trust will help ensure that your furry family members never see the inside of a shelter.

Comprehensive Plan

In some situations, the essential documents plus a revocable or irrevocable trust will complete a complex estate plan. For individuals and families with unique family structures, business interests, or significant assets who are looking to preserve generational wealth.

The Essentials

For most individuals, the following documents provide for a complete estate plan:

• Will

• Power of Attorney

• Healthcare Representative

• Advance Directive