Estate Planning Documents

Estate planning documents are specifically designed to achieve one or more of the following objectives --

  • Transfer assets to beneficiaries
  • Disinherit specific heirs
  • Manage assets for the benefit of another person
  • Minimize administrative costs
  • Minimize administrative complexity and litigation
  • Nominate persons to handle fiduciary responsibilities
  • Protect assets from creditors
  • Pay expenses & debts
  • Minimize estate and income taxes
  • Prepare for incapacity

Select any of the navigation links at left to learn more about various estate planning documents, or select the button below to review Complete Estate Plans for Non-Taxable Estates.  

Our Services

Our services in this area include --

  • Last Will & Testament
  • Revocable Trusts
  • Irrevocable Trusts
  • Support Trusts for Minor Children
  • Pet Trusts
  • Special Needs Trusts
  • Powers of Attorney
  • Health Care Directives
  • Transfer on Death Agreement
  • Beneficiary Designations
  • Marital Agreements for Estate Planning
  • Business Succession Planning
  • Life Insurance Review
  • Estate Tax Avoidance
  • Probate Avoidance

How Do I Get Started?

The first step is to complete an estate planning worksheet.  We will then schedule a meeting to assess your objectives, answer your questions, and recommend an estate plan that fits your needs.  

How Much Does Estate Planning Cost?

Estate planning is generally completed on a flat-fee basis for all services rendered.  Our fees for a Complete Estate Plan can be found here.  There is no charge to submit an estate planning worksheet, or for an initial consultation.   

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