Estate Planning Simplified

We understand that the language can be confusing, even overwhelming. However, rest assured, we are committed to supporting you throughout the entire process. Your family's future is our primary concern, and we will work with you to create a thorough estate plan that safeguards your assets and ensures your wishes are respected.

Our Services

  • This is a legal document that allows your family to protect your assets from the costly and time-consuming process of probate. It also outlines your powers as the Trustors and Trustees, who would step in as Trustee if needed, how your estate is to be managed, and how you want your estate to be distributed.

  • A pour-over will designate how your assets not included in the trust (for example: furnishings, cars, etc) are to become part of the trust.

  • Durable powers of attorney give someone (other than you) the authority to act in a broad range of matters, such as buying and selling real estate and personal property, managing your banking and investments, operating a business, handling taxes and lawsuits, and applying for government benefits in the event you become unable to do so.

  • This is a special type of power of attorney that gives someone the authority to make medical treatment decisions for you in the event you are mentally or physically unable to make your own decisions.

  • Your home is usually the most valuable asset you have and should be protected under your living family trust. We help you file and fund your living family trust

  • Your Revocable Trust can usually be amended as often as needed. As life changes, you need to ensure your Trust continues to serve you and your family well.

  • Our team is dedicated to supporting Trustees and Successor Trustees in managing what can often feel like an overwhelming process. We help with everything from beneficiary notifications and asset aggregation to navigating the legal, tax, and accounting complexities, We handle the real estate sales and management, and guide you every step of the way to ensure a smooth and successful distribution of the estate.

  • The Plan Ahead Trust Vault is a secured portal that allows you to store your Revocable Trust and all Estate Plan Documents. You can download or send your documents when you need to (e.g. easily send the Escrow Company your Trust so they can title your new home in your Trust’s name or send your Advance Health directives to your Doctor…all from your phone)

Plan Ahead Trust Vault

Plan Ahead Trust Vault

The Plan Ahead Trust Vault is a secured client portal that gives our clients fingertip access to their critical estate planning documents anywhere and anytime.

“Our Escrow Officer called and asked for a copy of our Trust in order to Title our new home. I was at work, my husband couldn’t find it but I was able to send a copy directly from my phone...saved us huge”
— Sharon P.