Estate planning isn’t just about documents—it’s about protecting your family, honoring your wishes, and creating peace of mind. Whether you’re planning for young children, aging parents, or building a legacy for future generations, I’ll guide you through every decision with clarity and care.
Below are the three core services that form the foundation of comprehensive estate planning. Each is personalized to your family’s unique needs.
Comprehensive Estate Plan
Who is this for? Perfect for families who want complete protection and peace of mind. If you have minor children, significant assets, property, or want to ensure your healthcare wishes are honored, this is your starting point.
Wills & Basic Estate Planning
Who is this for? Ideal for individuals or couples who need essential estate planning documents but don’t require the complexity of a trust. This is perfect if you’re just starting out, have straightforward assets, or want to establish guardianship for minor children without the full comprehensive plan.
Estate Plan Review & Update
Who is this for? This service is for anyone who already has an estate plan but needs to review or update it. Life changes — marriages, divorces, births, deaths, moves to different states, changes in assets — and your estate plan should reflect your current situation. If it’s been more than five years since you created or reviewed your plan, it’s time for an update.
Additional Services
Need something specific? I also assist with:
Trust Administration – Guidance for trustees managing a trust after someone passes
Probate Assistance – Help navigating the probate process
Guardianship Designations – Standalone documents for naming children’s guardians
Business Succession Planning – Ensuring your business transitions smoothly
Contact me to discuss how I can help with your specific situation.
Common Questions About Estate Planning
How long does the estate planning process take?
Most comprehensive estate plans are completed within 3-4 weeks. Basic wills can often be finished in 2-3 weeks. The timeline depends on how quickly we can schedule meetings and how complex your situation is.
Do I really need a trust, or is a will enough?
It depends on your situation. We’ll discuss this in your consultation. Generally, trusts are beneficial if you have significant assets, real estate in multiple states, minor children, or want to avoid probate. Many families do well with just a will.
What if my situation changes after my estate plan is complete?
Life changes, and your estate plan should too. I recommend reviewing your plan every 3-5 years or after major life events (births, deaths, divorce, significant asset changes, moves to different states). All comprehensive plans include one year of minor revisions at no charge.
Can my spouse and I do one estate plan together?
Yes and no. You’ll each need your own will and healthcare documents, but we create them together in the same process. If you’re establishing a trust, many couples use a joint trust. We’ll plan everything together to ensure your documents work in harmony.
What happens during the initial consultation?
We’ll talk about your family, your assets, your concerns, and your goals. I’ll explain what documents you need and why. You’ll leave with a clear understanding of the process, the timeline, and the investment. There’s no pressure—this meeting is about making sure we’re a good fit and that you feel comfortable moving forward.
Ready to get started?
Let’s Protect Your Family’s Future
Estate planning doesn’t have to be overwhelming. Schedule a consultation, and we’ll create a plan that gives you confidence and peace of mind.
Or call me directly at (706) 555-0147
Email: [email protected]