Estate planning documents are specifically designed to achieve one or more of the following objectives --
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 in this area include --
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.
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.