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Estate planning is the process of legally organizing your assets and personal wishes in the event of your death or incapacity. A well-prepared estate plan can help:

• Ensure your assets go to the right people

• Appoint guardians for minor children

• Avoid unnecessary court costs and delays

• Minimize taxes

• Appoint someone to make decisions if you become incapacitated

Even if you don’t think you have a large estate, a plan is essential to protect your loved ones.

A complete estate plan often includes:

• Last Will and Testament

• Revocable Living Trust (optional, but very common)

• Durable Power of Attorney

• Advance Directive / Healthcare Power of Attorney

• HIPAA Authorization

Your specific needs may vary based on your family, assets, and goals.

A Will distributes your assets after your death and must go through probate, a court-supervised process.

A Trust can avoid probate, offers more privacy, and can manage your assets during your lifetime and after death.

You might benefit from a trust if you:

• Own real estate in multiple states

• Have privacy concerns

• Want to avoid probate

• Need to plan for a loved one with special needs

• Desire more control over how and when assets are distributed

We’ll help you determine if a trust fits your situation during our initial consultation.

If you die without a will, your estate is considered intestate, and state law will determine who receives your property. This process may not reflect your wishes and can cause delays, disputes, or hardship for your loved ones.

You should review and possibly update your estate plan:

• After major life events (marriage, divorce, birth of a child, etc.)

• If your financial situation changes significantly

• Every 3–5 years as a general rule

We offer review services to help keep your plan up-to-date.

Costs vary depending on the complexity of your estate and the documents required. We offer transparent, flat-fee pricing for most estate planning packages. During your consultation, we’ll provide a clear quote based on your needs.

While online templates exist, they often fail to meet state-specific legal requirements or account for your unique circumstances. Estate planning is too important to risk doing it wrong. We customize every plan to ensure it’s legally sound and fits your goals.

Probate is the legal process of validating a will, settling debts, and distributing assets. It can be time-consuming and public. You can avoid probate through tools like:

• Living trusts

• Beneficiary designations

• Joint ownership with rights of survivorship

• Transfer-on-death deeds

We’ll help you build a plan that minimizes probate where possible.

Yes! We offer an initial complimentary consultation to help you understand your options and how we can assist. You’ll leave with a clear sense of what’s involved—and no pressure.