Protect Your Loved Ones With Personalized and Detailed Estate Planning
We help you create a plan that meets YOUR values and goals built specifically for you to provide PEACE OF MIND.
No Plan Means More Stress, Higher Costs, and Less Control for the People You Care About.
If you don’t have your own plan, the State has a plan for you, whether you like it or not.
Probate Court can be expensive, lengthy, public and emotionally draining.
Children, elderly parents, or loved ones with special needs may be unprotected.
Online templates not created by attorneys can leave your loved ones exposed to unexpected legal issues.
Everyone Needs a Plan.
Not Just The Wealthy.
Estate planning is for anyone who wants to spare their loved ones confusion, conflict, and unnecessary court involvement. We take the time to understand your needs, explain the legal language in plain English, and build a plan that fits you.
A Simple Process That Gets Everything Handled.
1
Talk
A short conversation to understand your family situation, goals, and questions.
2
Homework
Completion of comprehensive online, secure questionnaires providing details to aid in a productive planning session.
3
Planning Session
In a design and planning session, in person or via Zoom, we review your information, explain your options, and build a plan that reflects your wishes. We then handle the drafting for you.
4
Sign & Stay Current
Review and sign your documents, then keep them up to date as life changes.
What People Are Saying
She was very thorough explaining her services.
After working with her now we are more aware of how to plan, what to do in case things happen and have peace of mind following the organized steps she gave us.
- Mayte S.
Very knowledgeable, helpful and most of all, kind.
She really cares about people and she makes sure she gives them the correct information to make decisions that are right for them and their families.
- Kyla S.
Heather is amazing.
Knowledgeable, attentive to detail and follow-up, and real concern for her clients. I have used her several times and recommend her.
- Jeffrey S.