Estate Planning Services

If you are wondering why you might want an estate plan it is important to understand what can happen if you don’t have one, specifically:

  • The Probate Court will decide how your assets will be divided and to whom

  • The Probate Court has built in fees of which will reduce the value of your estate, due to the administration, of which will be passed down to your heirs as the fees will be charged against the estate

  • The Probate Court on average takes approximately six (6) months

  • The Probate Court does not encourage or provide tax planning/protection

We offer our estate planning services in bundled plans to meet your specific needs and services as detailed on our Estate Planning - Service Plan page.

Benefits of an Estate Plan

There are numerous benefits to working with an attorney to draft an estate plan.

An estate plan enables you plan and make decisions to:

  • Provide for your family: Through the estate planning process, you can ensure that your family will be taken care of after you are gone. In addition to leaving assets to your loved ones, an estate plan allows you to do things like care for a family member who has a disability and establish a college fund for someone you love.

  • Care for your children: In addition to leaving assets to your children, you can name a guardian in your estate plan to care for your children should you ever become unable to do so yourself.

  • Ensure your property goes to the right people: With an estate plan, you can determine exactly where your assets will go after you pass away. If you fail to do this, however, the state will make this decision for you—this rarely has a good outcome.

  • Minimize expenses: Probate (court) is expensive and time-consuming. With an estate plan in place, however, you can avoid many of the expenses associated with the probate process.

  • Make things easy on your family: One of the primary benefits of the estate planning process is that it makes things easier on your family. If you pass away or become incapacitated, you don’t want to leave your family struggling. By outlining your wishes regarding important issues ahead of time, you save your family the heartache of having to figure things out for themselves.

  • Donate to a cause: If you are passionate about a specific cause, an estate plan allows you to contribute to one or more charitable organizations after your passing.

  • Plan for incapacity: If you should ever become physically or mentally incapacitated, the last thing you want is your family to be left without a plan. With an estate plan, you can specify your wishes regarding who will make important medical and financial decisions on your behalf should you ever become unable to do so yourself.

  • Reduce taxes: With an estate plan, you can minimize the taxes collected on your estate. This will benefit your beneficiaries by allowing them to keep more of the money you leave them.

  • Choose an executor: Someone will need to ensure that the administration of your estate is handled properly. When you work with an attorney to draft an estate plan, you can name a person you trust to act as the executor of your estate.

Estate Planning Questions

There are a variety of options that can comprise an estate plan based on your individual needs and goals. We can discuss and address the various options as to legal documents of which will control and direct what will happen to your assets upon your passing as well as other options depending on the service(s) you select.

All of these can be discussed further during a consultation of which can be scheduled by completing the Contact Us Page.

We offer our estate planning services in bundled plans to meet your specific needs and services as detailed on our Estate Planning - Service Plan page.

Fees and costs as detailed below can be broken up over payment plans with 25% down upon signing of the contract for services (retainer agreement) and reoccurring monthly payments thereafter.

NOTE: Completed documents and related work/advice will not be provided until payment is made in full. If payments are stopped all payments made thus far will be waived without a right to reimbursement.