Our Services
We are a values-based estate planning practice™ that provides planning and probate services to help individuals and families protect their assets, ensure their wishes are honored, and navigate complex legal processes. Being a values-based practice means we do not put profit ahead of the needs of our clients or our values which include: sustainability, accessibility and honesty.
-
Basic Foundational Planning: Drafting essential documents such as wills, trusts, powers of attorney, and advance healthcare directives to address incapacity and end-of-life planning. Every person or family needs a foundational plan even if you need to add on advanced planning techniques in the future. We make sure that your plan works when you need it to with a team of people to assist you. We offer complete estate planning packages at competitive flat-fee prices.
-
Elder Law and Special Needs Planning: Tailored solutions to safeguard the well-being and financial security of seniors and individuals with disabilities, including Medicaid planning, guardianship, and special needs trusts. We offer advanced planning techniques at competitive flat-fee prices.
-
Probate: Guidance through the probate process, assisting families with the legal administration of estates, asset distribution, and resolution of disputes. We offer flat-fee probate pricing. Know what you will pay upfront.
-
Community Education: Offering free workshops, webinars, seminars, and resources to empower individuals with knowledge about estate planning and probate essentials. We are happy to take your call about collaborating with your local business or service to educate others on estate planning. Our community education is always FREE.
This holistic approach ensures clients receive compassionate, expert support for their unique needs.
