Everyone should have a proper estate plan, especially if you are over 40 with a family. We assist you in creating estate documents tailored to your unique plan, considering family dynamics, wealth preservation, asset protection, and tax and probate minimization.
The purpose of the first meeting is to take your instructions and tailor a plan which considers:
Your estate plan will include:
We review over the phone or in person
You will meet with the lawyer for one more final review and to sign the documents.
The executor assist document focuses on lowering the fees to the estate during administration and reducing the risk of family conflict.
Standard Fees for Standalone Documents:
*Fees not considered standard: Complex Family Trusts; Business Succession Planning
**Discounts for NW clients and Senior Discount always applies**
- Convenient Location
-Personal Collaborative Approach
-Estate focused firm