WILLS, trusts and ESTATE PLANING
We help individuals and families create customized estate plans tailored to their goals and needs. Our services include drafting wills, revocable and irrevocable trusts, testamentary trusts, and special needs trusts. We also prepare medical and durable powers of attorney, directives to physicians, and assist with trust administration. For clients seeking marital property protection, we draft prenuptial, postnuptial, and separate property agreements. Our goal is to provide clarity, control, and peace of mind for you and your loved ones.
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What Documents Are Typically Included in a Basic Estate Plan?
It’s important to note that the documents included in an estate plan can vary depending on a client’s specific needs. With that in mind, we generally recommend that every basic estate plan include, at a minimum, a will, a durable power of attorney, and a medical power of attorney.
When should I update my estate plan?
Any time you experience a major life change—marriage, divorce, children, or significant asset changes—it’s wise to review and update your plan.
Additionally, assuming there are no “major life changes”, we still advise clients to make a habit of reviewing their estate plan every couple of years to make sure the estate plan aligns with your wishes.
Can estate planning be done virtually?
Yes. This is how we handle many—if not most—of our clients’ estate plans. While we’re happy to meet in person, most clients prefer to conduct planning meetings by phone or video call.
Once the documents are prepared, the only remaining step is to have them signed in front of a notary. If an in-person notarization isn’t possible, we can arrange a Remote Online Notarization (RON), allowing the client to sign the documents virtually with a notary present on video.
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