Our Services

Planning for the future is one of the most important steps you can take to protect your family, your assets, and your peace of mind. Our services are designed to help individuals and families navigate the key components of estate planning with clarity and care. Whether you're preparing a basic will or exploring more advanced planning tools, we offer practical legal solutions tailored to your unique circumstances.

Essential Peace of Mind Plan

A foundational estate plan for individuals or couples who want to protect themselves and their loved ones with the most important legal documents.

Includes:

  • Last Will and Testament

  • Durable Power of Attorney

  • Medical Power of Attorney

  • Directive to Physicians (Living Will)

  • HIPAA Release

  • Declaration of Guardian (optional)

Home & Heirs Plan

Designed for homeowners who want to simplify the transfer of their home outside of probate and still have a solid estate plan in place.

Includes everything in the Essential Plan,

plus:

  • Transfer on Death Deed (TODD) or Lady Bird Deed

  • Recording instructions tailored to your county

💡Avoid probate court for your home with a low-cost deed strategy

Legacy Trust Plan

A more comprehensive estate plan using a revocable living trust to help your loved ones avoid probate and maintain privacy.

Includes:

  • Revocable Living Trust

  • Pourover Will

  • Powers of Attorney

  • Healthcare Directives

  • Deed to transfer your home into the trust

  • Basic trust funding guide

🗂Ideal for those wanting to avoid court delays

Contact us

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