We can provide comprehensive estate planning, and probate administration services. These services include advance directives, living wills and other health care documents. Every family has unique estate planning goals and we can help you understand and achieve those goals. Our firm typically does not represent high income families.

There is no charge for an initial consultation. The fee for the preparation of a will, health care directive (living will) and power of attorney is $750.00.

You should bring any prior wills, if any. In addition, you should bring the names and addresses of those people who will be named as beneficiaries under your will. If you have determined the executor, trustee and/or guardians and their alternates, you should bring their legal names and addresses. If you have not made these decisions, I will work with you to help you make informed choices.

An Executor is a person or institution named in a will that has the responsibility to carry out the terms of the will. They protect the deceased person’s property, make sure all debts and taxes are paid and are entrusted with responsibility of seeing that remainder is transferred to the persons named in the will. Executors have significant responsibilities and duties depending on family circumstances and the terms of the will. An alternate executor carries out these responsibilities if the name executor is unavailable.

A trustee can be a person, institution of a combination of both, who is responsible for managing the property in a trust for the trust beneficiaries. Trustees can have significant and complex responsibilities and duties depending on the property held in the trust.

A guardian is a person who is charged with the daily care of your minor children, providing a home, education and medical care. This person may also have the responsibility of managing your children’s financial assets or another person may be named.