Start Your Plan Today
Your legacy isn't just about assets—it's about values, wishes, and peace of mind. I combine legal expertise with innovative technology to make estate planning clear, comprehensive, and accessible.
Why Estate Planning Matters
Life is unpredictable, but your legacy shouldn’t be. A well-crafted estate plan does more than distribute assets—it protects your family, preserves your wishes, and creates a lasting positive impact. Without proper planning:
Court Time & Cost
Your assets may go through lengthy probate proceedings.
Asset Distribution
State laws, not your preferences, will determine asset distribution.
Healthcare Choices
Your healthcare wishes might not be followed.
Lost Assets
Digital assets could be lost or inaccessible.
Additional Taxes
Your family might face higher tax burdens.
The Process
This is an overview of our process for developing a comprehensive estate plan for you and your family.
Info. Gathering
Plan Design
Document Review
Execution
Annual Review
- Discussion of your goals and concerns
- Review of your assets and family situation
- Explanation of recommended planning tools
- Clear pricing discussion
- Discussion of your goals and concerns
- Review of your assets and family situation
- Explanation of recommended planning tools
- Clear pricing discussion
- Custom estate plan creation
- AI-assisted document review for thoroughness
- Internal legal review
- Draft documents prepared
- Detailed online review meeting
- Clear explanation of all provisions
- Revisions as needed
- Final adjustments
- In-person or virtual document signing
- Notarization and witnessing
- Detailed instructions provided
- Trust funding guidance (if applicable)
Finally, it's important to make sure that your estate plan stays accurate and relevant over time as your circumstances change. Things to review include:
- That the plan accurately reflects the current family composition.
- There haven't been significant changes to assets.
- That all contact information for all stakeholders in the estate plan is up-to-date.
Frequently Asked Questions
Here are answers to some common questions you may have.
