Estate PLANNING

An estate plan isn’t just for the wealthy or elderly — it’s an essential part of financial wellness for people of all ages.

Whether you're just starting out, raising a family, or planning your legacy, having the right documents in place can protect your loved ones and your assets. Estate planning becomes especially critical if you have children or own a home. A proper estate plan protects your most precious assets, like a home, from probate. Also, if you have minor children - and do not have a proper estate plan in place - it may be up to your state to decide who gets custody of those kids. Solid estate planning protects you, and your loved ones.

While we are not attorneys, our firm can facilitate and coordinate the creation of comprehensive estate plans, including trusts, wills, powers of attorney, health care directives, and deed transfers. We work closely with trusted legal partners to ensure your plan is properly structured and executed, giving you peace of mind and control over your future.

Take our quiz today to find out if you would benefit from a Will or a Trust, and then reach out to our team to set up a time to create your own estate plan!

Step 1: Complete Form

Complete the questionnaire above

Step 2: Phone Consult

A member of our team will reach out to discuss results

Step 3: Office Visit

We will set a time to complete all estate documents needed.

Step 4: Complete Docs

Once all documents are created, we will facilitate a notary to help you complete all your legal documents and finalize your estate plan