Estate Planning
Estate planning creates clarity and protection for the people and priorities you want to protect. A well-structured plan documents your wishes in a way that is legally sound and practically workable, preserving your decision-making authority and reducing uncertainty for your family and fiduciaries.
Services May Include
Wills
Revocable living trust planning and related estate planning documents (when beneficial)
Planning for minor children, including guardian designations
Financial powers of attorney
Advance directives (health care agent + living will instructions + HIPAA authorization)
Deed preparation related to estate planning goals, when appropriate
Beneficiary designation review
Estate plan reviews and updates
Planning Approach
Estate planning is not one-size-fits-all. The right plan depends on your family, your assets, your goals, and the level of structure you want in place for the future.
My practice focuses on preparing wills, trusts, and related documents that are clear, durable, and designed to carry out your intentions. Thoughtful planning can help reduce uncertainty, support the people you have chosen to act on your behalf, and minimize the potential for future conflict.
I work with clients who want planning that reflects their current circumstances and anticipates future needs—whether that means planning for minor children, coordinating beneficiary designations, addressing real property as part of an estate plan, or updating older documents.
Fees and Consultation
Estate planning services are generally offered on a flat-fee basis. The appropriate plan and final fee depend on your goals, family situation, assets, and the scope of work involved.
Some straightforward matters may be quoted after review of your intake information. Where individualized recommendations are needed, the process begins with an estate planning consultation.
The consultation provides an opportunity to discuss your circumstances, clarify your goals, and review appropriate planning options. The consultation fee is $350. If you choose to proceed with estate planning services, that fee will be credited toward your total fee.
Next Steps:
Please complete the new matter inquiry form using the button below. After reviewing your information, I will determine the appropriate next step, which may include a consultation or, in some straightforward situations, a flat-fee quote for a defined scope of work.