Personalized
Estate Planning
Estate planning is more than just wills.
It’s about building a customized plan to meet your needs.
Services We Offer
01
Wills
02
Power of Attorney
03
Medical Power of Attorney
04
Directive to Physician
05
HIPAA
06
Trusts
07
Guardianship
What to Expect
when working with me
We customize our packages for each person. Your quoted price is one flat fee that includes everything.
01.
Consultation
Step 1 is a virtual or in-person meeting to determine your needs.
02.
Draft Documents
Step 2 is when I draft your legal documents. A follow up meeting may be necessary to ensure all needs are captured in the legal documents.
03.
Review Documents
Step 3 is your task. You review the documents.
04.
Execute Documents
Step 4 is when we execute (sign) the documents with witnesses.
About Me
I’m an Estate Planning lawyer.
Several years ago I lost my mom to Parkinson’s disease. Fortunately she had her affairs in order before she passed, so handling her estate was easy for me. I want to make it easy for you and your loved ones.
I have been a lawyer since 1995. My first job out of law school was estate planning for individuals with HIV. Since then, I’ve had a varied career, but estate planning has always held my interest. When COVID first hit, I decided to open my own law firm focused on estate planning specializing in small to medium sized estates.
You may think that you don’t have enough assets to need estate planning, but estate planning is much more than just wills. It can also include trusts, medical powers of attorney, powers of attorney, and directives to physicians. I can advise you on these things, as well as issues regarding other types of assets.
I offer a flat-fee pricing based on your needs, whether you’re single or a family. I offer discounts for those 65 and over.
I don’t use forms. I meet with you, in-person or virtually to talk to you about your needs.