Estate Planning

Our office recommends that each client sign a Will or Trust, a Durable Power of Attorney and a Healthcare Power of Attorney/Living Will.

The Will or Trust governs how clients transfer their property after their death and appoints someone to handle their affairs after their death.
The Durable Power of Attorney allows a client to appoint an Agent to handle their financial affairs if they are incapacitated for any reason.
The Healthcare Power of Attorney/Living Will allows a client to appoint an Agent who can make healthcare and/or end-of-life decisions for the client if the client is incapacitated for any reason.

A prospective client contacts our office to set up a free consultation.
The prospective client and the attorney meet, review the client's assets, and discuss the client's goals.
At the end of the consultation, the client will receive a flat-fee quote that will cover the drafting and signing of the documents. One-half of the fee quote is due at this time.
If the client chooses to proceed, he/she will receive a preliminary set of documents to review and to make any appropriate changes.
The client reports any necessary changes to our office and schedules a time and date to sign the documents.
After signing the documents, the client will determine who will retain the original documents. The remainder of the fee quote is due at this time.
Our office will mail a copy of each document to the client.

Home or nursing home visits are available to clients who are unable to travel to the office.
Clients may have to provide witnesses (neighbors, friends or family members not named in the documents) and/or a notary depending on their situation.