Estate Planning

Simple, Thoughtful Estate Planning for Real Families

Estate planning isn’t just about documents — it’s about people. It’s about protecting what you’ve worked for, easing the burden on your loved ones, and making sure your wishes are clear when it matters most.
My goal is to make the process straightforward, comfortable, and personal, so you can plan with confidence — not confusion.

Trusts

Avoid probate, maintain privacy, and simplify the transfer of your assets. A trust keeps things organized and gives your loved ones clear direction during a difficult time.

Wills

Your will ensures your property and personal items go where you want them to — and includes guardianship instructions if you have minor children.

Powers of Attorney

Choose the people you trust to handle finances or make healthcare decisions if you’re unable to. These documents prevent court involvement and keep control in your hands.

Healthcare Directives & Living Wills

Document your wishes about medical care and end-of-life treatment so your loved ones never have to guess what you would have wanted.

Trust Administration Guidance

If you’ve been named as a trustee, I can help guide you through each step — from gathering assets to making distributions — with clarity and care.

Estate Tax Planning

Strategic planning to minimize estate taxes and maximize the wealth transferred to your beneficiaries.

How the Process Works

My process is designed to make estate planning simple and stress-free.

Initial Consultation

We start with a conversation — about your family, your goals, and your concerns. This helps me understand your situation before recommending any documents.

Customized Planning

Together, we’ll design a plan that fits your life, your family, and your budget. Every detail is tailored to you — no one-size-fits-all templates.

Drafting & Review

I’ll prepare your documents and walk you through them in plain English so you understand exactly what each one does.

Signing & Implementation

We’ll finalize your plan and provide clear instructions for next steps, including trust funding (transferring assets so your plan actually works).

Frequently Asked Questions

Get answers to common questions about estate planning.

What is estate planning, and why does it matter?

Estate planning is the process of deciding who will manage your assets and make important decisions if something happens to you. A good plan protects your family, avoids unnecessary court costs, and keeps your wishes private and respected.

When should I start?

Now. Life changes fast — marriage, kids, business growth, retirement — and your plan should keep up. It’s never too early to put a plan in place.

What’s the difference between a will and a trust?

A will goes through probate (a public court process). A trust avoids probate, keeps things private, and often saves your family significant time and money.

How much does it cost?

Individual estate plans start at $1,750, and couple’s plans start at $2,500. Each includes a trust, wills, powers of attorney, healthcare directives, memorial instructions, and a personal property memorandum. [View Full Pricing (link to that page here)]

How often should I update my plan?

Every 3–5 years, or after major life events — marriage, divorce, new children, major purchases, or moves.

What happens if I die without a plan?

State law decides who gets what — and it might not match your wishes. A clear plan keeps control in your hands and reduces stress for the people you love.

Ready to Protect What Matters Most?

Schedule your free consultation today to start your estate plan and bring peace of mind to your family’s future.