Our comprehensive plan begins with a Living Trust, and for each client, a Pour-Over Will, Durable Power of Attorney, and Advance Health Care Directive. Every plan includes an Assignment of Property directing assets to your Trust. And we also prepare and record the deeds required to transfer your real estate.

Whether you have a small estate with a few basic accounts, or a large estate with several properties, investment or retirement accounts, business interests, or anything else, we will always discuss your wishes and concerns with you to create the most appropriate plan for you.