Estate planning to protect your family, your wishes, and your peace of mind

• Printable PDF: If you’re still deciding who to name as your substitute decision makers, download the PDF first and use it to brainstorm and take notes. When you’re ready and your choices are clear, you can then complete and submit the online form.
• Online Web Form: Once you already know who you want to act as your substitute decision makers, go straight to the web form. It usually takes about 15–30 minutes to complete.

After I receive your completed form, I’ll review it, call you to schedule a time to discuss your goals, and, if we decide to move forward, I will send you a written engagement agreement.

   A trust-based plan can provide more control and privacy while helping your family avoid probate. It allows you to manage debts and expenses, distribute gifts on your terms, protect beneficiaries with staggered distributions, and name guardians for minor children through a pour‑over will. 

  A will‑based plan ensures your wishes are carried out through the probate process. It lets you manage debts and expenses, decide how assets are distributed, name guardians for your children, and use probate efficiently to implement your goals.