Estate Planning

If you have questions about the need for a Will, Power of Attorney (business matters or health care), or an Advance Directive, we’re here to help. Our experienced team is ready to assist you and explain the common uses of these instruments and show you how even a small amount of planning can make a tremendous difference to your survivors.

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Our services include:

  • Preparing Wills or Codicils
  • Preparing Powers of Attorney (business and health care)
  • Preparing Advance Directives
  • Establishing life time or testamentary Trusts
  • Explaining the need for succession records covering digital assets, online records, online access codes, logins and passwords, and related matters
  • Preparing Life Estate grants, Lady Bird deeds
  • Preparing Transfer on Death deeds