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Considering your death or incapacity is never pleasant, but when you’re ready, so are we. Estate planning includes identifying your beneficiaries when you pass away, and who should act in roles including executor, trustee, agent under a power of attorney and agent under a medical power of attorney. We gather important financial information from you, including where your assets are held, and whether there are joint accounts or beneficiaries named on your accounts. We can answer your questions about the probate process after you die and methods to avoid probate, such as with revocable living trusts.
We ask you questions that you may not have considered, such as:
When you make an appointment, we send out a confirmation letter that includes a questionnaire for you to complete before you come. We base our fees on the level of service provided. Please see our current fee schedule.