Estate Planning Services

A lot of people believe they do not need estate planning for one reason or another.  I have heard people say that a living trust is only for wealthy people, or that they are too young to plan this far ahead.  However, both assumptions are wrong.  It is never too early to plan ahead.  Regardless of your age, or the size and complexity of your estate, anything can happen to you at any moment and it is important that you make sure your family and loved ones are taken care of.

By creating an estate plan, you can insure that your wishes concerning your estate will be taken care of.  Make sure that the ones you love really do receive your property.    Feel reassured that if anything happens to you, your children are taken care of.  Plan ahead for peace of mind.  For more information on estate planning, please visit our faq section.

Wills Packages

Packages available for individuals and couples.  All will packages include:

  • A Simple Will
  • A Durable Power of Attorney
  • An Advance Health Care Directive (HIPAA Compliant)
  • Burial Instructions

Trust Packages

Packages available for individuals and couples.  All trust packages include:

  • A Revocable (Living) Trust
  • A Pour-Over-Will
  • An Advance Health Care Directive (HIPAA Compliant)
  • Burial Instructions

Additional Trust Provisions

  • Irrevocable Trust
  • Disclaimer Provision
  • AB Provision
  • QTIP Provision
  • QDOT Provision (Provision for a Non-Citizen Spouse)
  • Generation Skipping Trust
  • Restate/Revoke

Miscellaneous Services

  • Trust Amendments
  • Simple Wills
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Trust Reprint
  • Trust Review


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