Families come in all shapes and sizes. There is no such thing as a “one size fits all” estate plan. Let’s work together to develop a plan that fits you, your people, and your assets.

Services Offered

  • Estate Planning

    Everyone has an estate plan….either one you have created or the one the State has for you. Let’s create a plan that is tailored to your specific situation. I can draft Wills, Trusts, or other documents to pass your assets on how you want when you pass away.

  • Estate Administration

    Once a person passes away, their family or friends are left to settle the estate. This can be a very confusing process if you haven’t settled an estate before. I offer guidance and advice as you work through settling your loved one’s estate. Whether it is a Will that needs to go through Probate, a Trust that needs to be distributed, or assisting you in getting the estate organized, I can help you through the process.

  • Individual Documents

    Maybe you already have a Will, but you need to update your Power of Attorney. Or you aren’t quite ready for a Will, but you need an Advance Directive. I offer a la carte documents tailored to your specific needs.

  • Estate Reviews

    An estate plan is not a one and done process. Over time, the people in your life will change, and so will your assets. I recommend reviewing your estate plan every 5 years, or any time that you have an addition to or subtraction from your family. Schedule a time to review your documents with me to make sure your plan is still accomplishing your goals.

  • Deed transfers

    Real property (land) is transferred by a deed. I can prepare deeds to transfer your property into your Trust, from your estate to the heirs, or to your children with a life estate so you can stay in your home as long as you live.