Services

Whatever your life circumstances, we will work together to make a clear, affordable plan that makes sure:

  • Someone you trust can make decisions for you

  • Your assets go where you want

  • If you have pets, there is a plan in place for their care too

Below are examples of available planning options tailored to your life, not just your finances. A thoughtful plan doesn't need to be complicated or expensive; it simply needs to reflect your wishes and provide clear guidance.

Starter Plan:
  • Will

  • Power of Attorney

  • Healthcare Representative


Everything you need to get the basics in place

last will and testament white printer paper
last will and testament white printer paper
Starter + Pet Protection
  • Everything above

  • Pet caregiver designation guidance

  • Pet instruction integration

  • Optional pet trust discussion


For pet parents who want peace of mind

Comprehensive Plan
  • Trust

  • Full estate planning documents

  • More complex asset planning


For those who want a more complete plan

grayscale photo of cat on womans chest
grayscale photo of cat on womans chest
group of people standing on green grass field during daytime
group of people standing on green grass field during daytime