You plan for the unexpected. We do, too. That’s why you’ll never find extra hidden fees in our flat-rate pricing. We make it easy for you to create your estate plan, and protect your assets, even as laws change. That way, everyone feels secure in the future.
A valid Will provides yourloved ones and the probate court specific instructions onhow to distribute your assets when you pass away. In fact, your Will doesn’t become a legally binding document until you pass away.
A Will does NOT avoid probate. A common misunderstanding is that a Will gives family and friends immediate power to distribute assets. WRONG! A Will requires that your executor (the person you named to be in charge) complete the probate process.
Probate is a Latin term meaning to prove. When you create a Will you are leaving a set of instructions that must be proven in court during the probate process. The probate process proves that the Will in question is actually YOUR Will and is your LAST (most recent) WILL. If we didn’t have this process, it would be easy for a nefarious person to assume an identity as your executor and take your assets.
Trusts are, in terms of the legal profession, a relatively new estate planning tool. No longer are trusts beneficial only for the extremely wealthy who want to hide monies in offshore bank accounts. Trusts are used by everyday people for many reasons. There are multiple types of trusts, but three of the most common are Revocable Living Trusts, Irrevocable Living Trusts and Supplemental Needs Trusts.
Any licensed attorney can write a Will or Trust for you; however, very few dedicated themselves solely to the art and science of estate planning. We do! We practice solely in the area of estate planning thereby providing our clients best-in-class service supported by up-to-date, best practices.
It can be hard to take that first (or next) step in planning for the future. We want to make this process as easy as possible for you, which is why we’ve built our firm around:
Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees.
*Our flat rate fees apply only to proactive planning services.
With our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
Laws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated to or educated in this area of law. We’re the experts so you don’t have to be.