Creating a customized estate plan is a process we will undertake together to accomplish your wishes in how your assets are managed during your life and distributed at your death. I will walk you through what may seem like a daunting process that will give you peace of mind and help save your heirs time and money. We will also discuss the nomination of guardians for any minor children and how your assets are distributed for their benefit.
A Plan in Place does just that, gets you a plan in place. It is an easy affordable way to specify basic wishes on important decisions in a Will, Durable Power of Attorney, and Advance Health Care Directive. You will complete these documents with the guidance of an experienced estate planning attorney and leave the meeting with a plan in place.
Whether your loved one had a trust, a will, or passed without a document expressing their wishes I will guide you through the process of administering the decedent's estate. The efficient and organized approach will move you through the process during a difficult time.