We are estate planners, assisting clients with the preparation of wills, powers of attorney, medical directives, and living trusts. For select clients, we also prepare limited partnerships and trusts as part of a tax-planned gifting strategy.

Even the basic documents require complex choices with significant consequences:

Who will help you as you age?
Who gets your money when you’re gone?
How do you designate beneficiaries?
What are the tax consequences?
Is it better to start giving assets away now?
Who will care for and support your spouse, children, or grandchildren?
Are you uncertain whether family and friends can handle the responsibility?

With your help, we can replace concern with confidence and anxiety with action. We’ve worked with people like you for over 20 years and know the best options for your situation.

Contact Us to Begin

 

Our Process

  • To get started, you’ll have some homework. We ask clients to bring detailed family and financial information to our first meeting.
  • Once we understand your family, your assets, and your goals, we will discuss the probate and tax considerations relevant to you, explain the most common choices made by others in your situation, listen to your concerns, and share our thoughts about the best options for you. Most of our clients finalize their choices in our first meeting.
  • If retained, we typically prepare draft documents within a week and clients return to sign final drafts within the month. Basic packages include wills with contingent trusts for minor and disabled beneficiaries, business and medical powers of attorney, medical directives, declarations of guardian, HIPAA authorizations, and exit memos regarding beneficiary designations, titling accounts, and personal effects memorandums. Tax-planned wills and inter vivos revocable trusts (so-called “living trusts”) are the most common upgrades.
  • With a list of your assets, we can provide specific agent and beneficiary designation suggestions, asset-by-asset and account-by-account. Clients are invited to bring blank beneficiary designation update forms (for each bank, brokerage account, life insurance policy, retirement account, annuity contract, and employment benefit) to the signing ceremony, which we will review together to help you conform all your beneficiary designations to our suggestions.
  • Following the signing ceremony, clients leave with executed, original estate planning documents to safeguard, a complete copy for easy access at home, and detailed advice regarding each significant asset. Once archived, we share with each client an Adobe PDF file of all executed documents, our exit memos, and the notary record and signing ceremony.

Estate plan fixed fees begin at $3,000 ($3,500 for married couples) and include time for questions and revisions. Tax-planned and living trusts are more. Initial interviews are no-obligation, so it costs nothing to hear specific recommendations that suit your needs.

Contact Us to Begin

Client Forms for Estate Planning

Getting Started Packet

Recommended Reading for Estate Planning Clients

One wall, five doors to choose

Blog Post

Choosing Your Fiduciaries

Fiduciaries are the people that will care for you and your family when you cannot. Here's help picking.

Mature man chatting with his father, at home on the sofa

External Link

Are You a Caregiver?

You Need ABA/AARP Checklist for Family Caregivers: A Guide to Making It Manageable

Looking up at colored umbrellas

Blog Post

Insurance and Estate Planning

Risk management is a part of financial and estate planning. That means property and liability insurance, not just life insurance.

College graduates tossing their caps up

Blog Post

Promotion Time

What’s a good age to name children as executor? Maybe 25, even 30, if ever.

Trust fall dummies

Blog Post

Trustees

Trustees manage your money long-term. Picking one is easier when you know what they do.