Estate Planning

Clients get affordable, customized estate plans for individuals & families that provide protection for themselves and their loved ones. 

Probate

Probate is necessary when the decedent has not drafted an estate plan and property needs to be distributed.

Conservatorships

Plan ahead for developmentally disabled child reaches age 18 and you need a limited conservatorship.

Wills & Trusts

Protect your legacy and save money with wills & trusts designed to name guardians for children and avoid probate, etc.

Special Needs Trusts

Done right, you legacy can provide protection and support to persons with special needs.

Trust Administration

If your loved one passed away with an estate plan, I can help you sort out the estate & wrap up affairs.

Incapacity Planning

Planning for your possible incapacity provides you with a safety net when you are most vulnerable.

Guardianships

Guardianships are necessary when the biological parents are unable to care for a minor.

Unbundled Services

Many services are available at a lower cost when you need only document preparation or limited representation.