You’ve spent years building a life and providing for the people you love. Without an estate plan, your family may be left making difficult decisions about your money, your property, and your care — often during one of the hardest moments of their lives.
What we do
Estate planning is about more than documents. It is about peace of mind. We help individuals and families create clear, effective plans that reflect their values, protect their loved ones, and reduce uncertainty during life’s most important moments.
Our approach is practical, personalized, and grounded in long-term planning so you can move forward knowing your wishes are understood and honored.
Focused on plans that work in practice
Our estate planning work focuses on how a plan performs when it is actually used. We draft plans intended to function smoothly, reduce uncertainty, and provide clear direction when it matters most.
Every recommendation is intentional, practical, and designed to work in real life, not just on paper.
What this covers
Living trusts
Wills and pour-over wills
Powers of attorney
Healthcare directives
Trust funding
Beneficiary and distribution planning
Special needs and spendthrift trusts
Pet trusts
What sets us apart
People-first approach
Your goals, family dynamics, and concerns guide every recommendation. We listen first and then plan.
Clarity over complexity
Estate planning does not have to feel overwhelming. We explain your options in plain language so you can make informed decisions with confidence.
A clear process, flexible execution
Life changes and your estate plan should evolve with it. We focus on building plans that are effective today and adaptable for the future.
Planning packages
Estate planning work is grouped into three packages. Pricing is not shown here and nothing on this site can be purchased online — see the note beneath.
Silver
Essential Estate Protection
A complete estate plan to protect your wishes, your property, and the people you love. The Silver Estate Planning Package gives you the essential legal documents needed to establish a clear plan for your family and your affairs.
Best forIndividuals and families who want a straightforward, organized estate plan with the essential documents and support needed to establish it properly.
What’s included
Living TrustEstablish a plan for how your assets should be managed and distributed.
Pour-Over WillProvides an additional layer of protection for assets not transferred into the trust.
Powers of AttorneyDesignate someone you trust to make important decisions if you’re unable to do so.
Healthcare DirectivesPut your healthcare wishes in writing and establish who can help make decisions on your behalf.
Trust Funding AssistanceGet guidance with the important process of putting your trust into action.
Deed for One In-State PropertyIncludes a deed for one qualifying in-state property.
Gold
Comprehensive Protection + Ongoing Guidance
A more comprehensive estate plan that evolves with you and your family. The Gold Estate Planning Package combines comprehensive estate planning with five years of estate plan consultations, giving you continued guidance as your family, finances, and circumstances change.
Best forIndividuals and families who want comprehensive planning plus continued legal guidance as life changes.
What’s included
Living TrustCreate a clear plan for managing and distributing your assets.
Will
Powers of Attorney
Healthcare Directives
Advanced Tax Planning
Advanced Trust OptionsAdditional planning options to help address your family’s specific needs.
Retirement Beneficiary PlanningHelp establish clear beneficiary planning for retirement assets.
Distribution PlanningCreate clear instructions for how and when assets should be distributed.
5 Years of Estate Plan ConsultationsContinued guidance for updates and changes throughout the five-year period.
Platinum
Advanced Family & Legacy Protection
Comprehensive estate planning with advanced beneficiary protection for families who want an added level of planning. The Platinum Estate Planning Package is designed for clients who want more than a basic estate plan — a comprehensive strategy that addresses asset protection, beneficiary protection, and future administration.
Best forIndividuals and families seeking comprehensive estate planning with advanced beneficiary protection and additional guidance for the future.
What’s included
Personal Asset TrustsAdvanced trust planning designed to address asset protection needs.
Spendthrift TrustsPlanning designed to provide additional protection for beneficiaries.
Special Needs TrustsAdvanced planning for beneficiaries with special needs.
Beneficiary Protection PlanningHelp establish a plan for protecting and managing assets for your beneficiaries.
Trustee Consultation at DeathGuidance for the trustee when the trust needs to be administered.
Trust FundingProperly fund your trust.
Ongoing Support for Future UpdatesSupport as your family, assets, and circumstances change.
Without a clear plan in place, your pet’s future can quickly become uncertain. In some cases, animals are left without a caregiver and may end up in shelters, where the risk of euthanasia is very real. A properly prepared pet trust sets out how your pet is cared for, how they are financially supported, and who they are placed with.
Estate plans should be reviewed regularly to keep up with life changes, shifting priorities, and evolving laws. At our firm, we proactively contact clients each year to ensure their plans remain current, effective, and aligned with their goals.
Revocable and irrevocable trusts serve different purposes in estate planning. Learning how they differ can help you make informed, strategic planning decisions.
By Alexandria Ellison
Talk through your estate plan
Consultations are arranged directly. Call or email the firm and we will confirm a time that works for you.
