Estate planning services
Everything we help with, in plain words
Seven services, each with its own page that explains what it is, who it suits, what is included and what it costs. If you are not sure where you fit, that is what the free first meeting is for.
Planning ahead
The core documents every adult should have, written in words you can follow.
Most adults need three things: a way to pass things on (a will or a trust), someone to handle money if they can't, and someone to speak for them with doctors. Every plan we write includes all three.
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Documents
Wills
A clear will that says who receives what, who is in charge, and who would raise your children.
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Trusts
Revocable living trusts
A trust lets the people you choose step in quietly, without probate court, if you die or can no longer manage things.
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Decisions
Financial powers of attorney
Choose the person who can pay your bills and handle your money if you ever can't, before anyone has to ask a court.
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Care
Health care directives
Write down the care you would want, and name the person who will speak for you when you can't speak for yourself.
Special situations
Extra care for a child with a disability or a business you have built.
These usually sit inside the Legacy Plan, so the special needs trust or the business agreements fit the rest of your plan instead of living in a separate drawer.
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Family
Special needs trusts
Leave money to a child or grandchild with a disability without putting the benefits they rely on at risk.
Cost: The Legacy Plan, from $5,900, includes a special needs trust inside your full plan. On its own, from $2,800.
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Business
Business succession
Decide who runs the business, who owns it, and how its value passes on, so the people you love aren't left guessing.
Cost: Usually from $2,500 on top of a Trust or Legacy Plan, depending on the number of owners and agreements involved.
After a death
Trust administration and probate
If someone you love has died and you are the trustee, we walk you through every step, at a pace that leaves room for grief.
- A free first meeting and a written step-by-step checklist
- Required notices to beneficiaries, prepared and sent on time
- A tax ID number and trust bank account, set up with you
- Deeds and transfers for real estate
Not sure?
Where most families start
Find the line that sounds most like you. It is a starting point, not a diagnosis, and we will confirm it together.
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01
We have children under 18
A will that names a guardian, plus powers of attorney
Wills -
02
We own our home and want to keep it out of court
A revocable living trust, funded properly
Living trusts -
03
A parent is getting older and things feel unsettled
A power of attorney and a health care directive, first
Powers of attorney -
04
Our child has a disability and receives benefits
A special needs trust inside your wider plan
Special needs trusts -
05
I own a business with a partner
A buy-sell agreement and a succession memo
Business succession -
06
Someone has died and I'm in charge
A free meeting, then a written step-by-step plan
Trust administration
Quick links for planning families
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Flat-fee plans
Three plans with published prices, and a short list of add-ons. Agreed in writing before we begin.
Compare the plans -
Free workshops
Evenings, breakfast talks and online sessions on wills, trusts, special needs and business planning.
See upcoming workshops -
The attorneys
Three attorneys and one paralegal. You will know exactly who is working on your plan.
Meet the team -
Reviews
What families say about working with us, including one who wishes it had been quicker.
Read reviews -
Questions, answered
Probate, trustees, fees, home visits and the words you will hear, all in plain English.
Read the FAQ -
Visit the office
Ground floor, step-free, parking by the door. Or we come to you.
Directions and hours
How can we help?
The first consultation is free and takes about an hour, at our office, in your home or by video. You will leave knowing what you need and what it costs.
Book a free consultation