Our Services
Comprehensive estate planning — from simple wills to complex business succession. All attorney-reviewed.
Last Will & Testament
The foundation of any estate plan. Specifies how your assets are distributed, who will care for your minor children, and who will manage your estate.
Who Needs This?
- • Parents with minor children
- • Anyone who owns property or assets
- • Those who want control over asset distribution
- • People who want to name an executor
What's Included
- Asset distribution instructions
- Guardian designation for minor children
- Executor appointment
- Specific bequests and gifts
- Attorney review and finalization
Key Benefits
- Ensure your wishes are followed
- Protect your children's future
- Avoid intestacy laws
- Minimize family disputes
$499
one-time, flat fee
Revocable Living Trust
Transfer your assets into a trust during your lifetime, avoiding probate and maintaining privacy while retaining full control.
Who Needs This?
- • Anyone who wants to avoid probate
- • Individuals with significant assets
- • Those who value privacy
- • People with property in multiple states
What's Included
- Revocable Living Trust document
- Pour-Over Will
- Certificate of Trust
- Financial Power of Attorney
- Healthcare Directive
- Asset transfer guidance
Key Benefits
- Avoid probate court entirely
- Maintain complete privacy
- Faster asset distribution
- Incapacity planning included
$1,999
one-time, flat fee
Power of Attorney
Designate someone to manage your financial affairs if you become incapacitated. Without one, your family may need expensive court proceedings.
Who Needs This?
- • Every adult over 18
- • Business owners
- • Those with complex finances
- • Anyone planning for incapacity
What's Included
- Durable Power of Attorney
- Banking & financial transactions
- Real estate management
- Business operations authority
- Tax matters handling
Key Benefits
- Avoid costly guardianship proceedings
- Seamless financial management
- Customizable scope of authority
- Immediate protection
Healthcare Directive & Living Will
Specify your medical treatment preferences and designate someone to make healthcare decisions if you cannot. Guide your family during difficult times.
Who Needs This?
- • Every adult
- • Those with specific medical wishes
- • Anyone who wants to relieve family burden
- • People with chronic conditions
What's Included
- Living Will
- Healthcare Power of Attorney
- HIPAA Authorization
- End-of-life care preferences
- DNR if requested
Key Benefits
- Your medical wishes honored
- Family knows your preferences
- Reduces family conflict
- HIPAA access for loved ones
Business Succession Planning
Protect your business legacy and ensure a smooth transition. Customized plans for family transfers, partner buyouts, or third-party sales.
Who Needs This?
- • Business owners planning for retirement
- • Partners needing buy-sell agreements
- • Family-owned businesses
- • Anyone concerned about business continuity
What's Included
- Business succession strategy
- Buy-Sell Agreement
- Operating Agreement updates
- Personal estate plan integration
- Tax planning consultation
- Valuation guidance
Key Benefits
- Smooth ownership transition
- Tax-efficient transfer
- Protect business value
- Peace of mind for partners
$7,499
one-time, flat fee
Ready to Protect Your Legacy?
Get started with your estate plan today. Our guided process makes it simple.