Estate Planning

Estate planning can include a will, durable powers of attorney for health care and finances, an advance health care directive to physicians (living will), and anatomical gifts/burial instructions. We might also discuss other estate planning tools such as living trusts, community property agreements, joint tenancy, or other forms of non-probate property. We will conduct a thorough analysis of your needs and preferences, advise you regarding the different types of probate and non-probate estate planning tools, and draft a complete plan tailored to your particular situation.

In a brief consultation, we can estimate the costs of your estate planning. Having a complete plan will give you peace of mind, help reduce the costs of administering your estate, and make the process of distributing your property after you die easier and more efficient.

Our goal is to take the time to listen to you, and create a plan that protects your goals and values.

If you have minor children, a will allows you to nominate a Guardian for them in case both parents die. It also allows you to create a trust for them, so your assets will be distributed to them in the way that you choose. The court must honor a guardian nominated in a will, unless that person is unfit or unable to serve.

It is easy to see that many of these issues could cause arguments within a family, damaging relationships, or adding costly legal fees that would diminish your estate.

Download Estate Planning Questionnaire (PDF)
Download Estate Planning Questionnaire (Word)

Frequently Asked Questions About Estate Planning