I focus on providing customized, attorney-designed plans at an affordable price
Please review the information below to help determine if our plans meet your needs. If you have additional questions, you can contact me or just schedule a design session. Each design session starts by determining whether an Essential Estate plan is a good fit, and there is no charge until your documents are completed.
An Essential Estate Plan could be a good fit if:
You plan to leave your assets in a straightforward way, for example:
All to spouse, then named beneficiaries
All to named beneficiaries in percentages
All to adult children in equal shares
You are comfortable using technology such as email and web conferencing
You want to streamline the process and minimize time spent in meetings
You prefer to communicate by email and message rather than over the phone
An Essential Estate Plan might not be for you if:
You have complex estate planning needs, such as
Medicaid recovery planning
Dependant with special needs
Real estate in other states
Blended families
Your estate is valued at $10 million or above
You want to retain some control over how your beneficiaries use the assets you leave them after you die
Other Considerations
You are responsible for having your completed documents signed, witnessed, and notarized by a notary of your choice
Our design session will take place via a Zoom web conference
Your main avenue for communicating with me will be email or my contact form
Information from me and links to download files arrive via email
If you have additional questions, you can contact me or just schedule a design session. Each design session starts by determining whether an Essential Estate plan is a good fit, and there is no charge until your documents are completed.