Focused Estate Planning, After Death, Elder Law, and LLC Services
- 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.
Complete the estate planning intake form. After I review it, I will call to discuss your goals, next steps, and pricing.
Estate Planning Choices
Trust Planning
Trust Planning
Trust Planning
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A trust-based plan can provide more control and privacy, help manage distributions, and may help your family avoid probate.
Will Planning
Trust Planning
Trust Planning
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A will-based plan allows your wishes to be carried out through probate and can still direct distributions, handle expenses, and name guardians for minor children.