Estate Planning Services

We guide you through important decisions that shape your future. We provide personalized advice on key estate planning matters to help you prepare a plan that reflects your goals and protects your loved ones. We offer comprehensive services with transparent flat-fee pricing to make the process clear and straightforward.

Will

Let us draft a Will that ensures your assets are passed on to your loved ones and provides for their care after your death.

Trust

Let us draft a trust that guarantees your assets are managed for the benefit of your heirs in accordance with your wishes.

Revocable Living Trust

Let us draft a revocable living trust that directs the distribution of your assets after your death and helps you to avoid probate.

Durable Power of Attorney

Let us draft a plan for medical emergencies or cognitive decline to provide for the proper management of your finances.

Living Will and Healthcare Directive

Let us draft a plan that guides your doctors and offers clear direction to your loved ones about your healthcare wishes should you ever become incapacitated.

Community Property Agreement

Let us draft a plan that clearly designates which assets will pass to your spouse and which assets will be distributed to other beneficiaries after your death.

Tax Planning

Let us provide guidance on the tax implications of gift and estate taxes both during your lifetime and after your death.