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Hiring a lawyer you love and trust to guide your estate planning decisions now and to ensure your family is supported throughout life and beyond can be easy and straightforward.

I promise to deliver the counsel you need, the legal planning you want, and a relationship you can trust, at a price you can afford.

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Free 15-Minute Consult

Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.

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WELCOME TO OUR UNIQUE PROCESS

Life & Legacy Planning Session

During our first meeting together, you will feel more organized than ever before because you will have a complete list of your assets ready for your family in case of any emergency.

Plus, I will review the state’s default plan for you, and if you do not prefer that, we will go over how to put the right plan in place for you and your family.

Review and Finalize Your Choices

After your planning session, I will send you a complete list of all the choices and decisions you made about your estate plan. This includes a list of your key people named as guardians, executors, powers of attorney, and trustees, along with other important decisions we discussed together.

You will have the opportunity to review everything before finalizing it, so I can begin drafting your plan.

Sign Your Personalized Estate Plan

After your planning session, I will send you a complete list of all the choices and decisions you made about your estate plan. This includes a list of your key people named as guardians, executors, powers of attorney, and trustees, along with other important decisions we discussed together.

You will have the opportunity to review everything before finalizing it, so I can begin drafting your plan.

Fund Your Living Trust

The most important step of any estate planning process is to ensure your ownership and beneficiaries are updated in alignment with your Last Will or Living Trust.

I will guide you through exactly how to do this, both for your existing assets and any new assets you acquire over time. Once you fund your Living Trust, you can rest assured knowing everything will pass to your family just as you intend.

Record Your Legacy Interview

The most important step of any estate planning process is to ensure your ownership and beneficiaries are updated in alignment with your Last Will or Living Trust.

I will guide you through exactly how to do this, both for your existing assets and any new assets you acquire over time. Once you fund your Living Trust, you can rest assured knowing everything will pass to your family just as you intend.

Inform Your Key People About Your Plan

And after your plan is complete, you want to make sure the key people named in your plan have exactly what they need to act both in an emergency and for any ongoing administration of your estate.

I help you inform the key people with the right information at the right time so they are not caught off guard if and when anything happens to you.

Check In Over Your Lifetime

Finally, what matters most to me is maintaining a lifelong relationship with you over time. I know your life will change, and the law will change.

Your estate plan is not a “one and done” task—it is an evolving responsibility to your family and loved ones.

I help ensure you know exactly when your plan might be disrupted based on life events and changes in the law by staying in touch with you over time and being here to update your plan when you need it.

Get the crucial information about how to protect your kids. Get Wear Clean Underwear.

You will learn how to choose the best guardian for your children, the nine steps to ensure your children will be raised with your parenting style, how to sleep well at night knowing your children will not be taken into the care of child protective services, and how to avoid the six common planning mistakes as parents of minor children make. This best-selling book is delivered to your email as a pdf, so you can refer to it whenever you have a question.

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