1. Complete our questionnaire


2. We create your estate plan


3. Receive your documents


Why do I need an estate plan?

A well thought out estate plan ensures that your plans for your medical care, guardianship for yourself or your minor children, and management and distribution of your assets will be carried out according to your wishes and not left to the State or others to decide.

What happens if I don’t have a plan?

If you do not have a Power of Attorney or Patient Advocate Designation and you become incapacitated, the probate court will appoint a Guardian to make your medical decisions and appoint a Conservator to handle your financial affairs.

Will a Living Trust save on Estate Taxes?

A living or a testamentary trust may help save on taxes in certain circumstances. The estate and gift tax laws are complex and fluid. Trusts are flexible vehicles that are often used in tax planning.

What should I consider before I begin?

  • Who will be the Personal Representative of your Last Will?
  • Who will be the Successor Trustee after you if you draft a trust?
  • Who should be the Guardian or Conservator for your minor children?

Is a Living Trust valid in all states?

Yes, a Living Trust is valid in all fifty states, plus the District of Columbia.

Isn’t a Living Trust only for the rich?

No. A Living Trust can help anyone protect his or her family. Any person with an estate large enough to require probate may derive meaningful benefits from a Living Trust.