This is a time for information gathering, to discuss your goals and wishes or to review your existing estate planning documents and to discuss possible amendments.

Document Drafting

Based upon a client's stated goals, I will draft and prepare estate planning documents that reflect your current needs, wishes and values.

Trust Administration

Assisting clients with carrying out the terms of a trust and advising and assisting them through the trust administration process.


Pre-Planning Provide You Options

When you take time to consider your options and make carefully contemplated choices, you make your wishes known regarding your health and the ultimate distribution of your assets.

Periodic Review of Your Estate Plan is Wise

Every two to three years, you should review your estate planning documents to make sure that they still reflect your wishes and needs.  If you have questions or need to make changes, call me.


Next Steps...

Call today for an appointment.