I am passionate about providing estate planning services to families. I have dedicated my career to helping people protect themselves, their assets, and their families.
Every adult, regardless of what they own, needs an estate plan to take care of those they love.
A personalized estate plan allows you to establish a plan that will work to take care of you and all the people who count on you. You will name trusted successors to step into your shoes when the time comes, instead of letting a court choose for you.
In my relationship-based approach, we will work together to create a plan based on your values and tailored to protect your assets and your loved ones.
The Process: My estate plans are highly personalized. We start with an in-depth conversation to establish your mission and vision for yourself, your loved ones, and your legacy. From there, I use the latest drafting software and tailor your plan.
Location: I know how overextended people are these days. That is why I extend my services to clients homes. Or if you prefer to get out of the house, we can meet at an office.
Beyond the Estate Plan: My process includes a broad discussion about your exposure to risk andhow insurance, entity formation, and post-nuptial agreements can help you mitigate risk in your unique situation.
By the end of the process, it is my goal to make you confident and prepared regarding your familys future.
Trust Package (valued at $3,500.00) includes:
-Revocable Trust
-Pour-over Will (2 one for each spouse)
- Advanced Health Care Directive (2 one for each spouse)
- Durable Power of Attorney (2 one for each spouse)
-Funding the family home into the trust**
**If the parties own more than one piece of real estate which should be put into the trust, thecost is an additional $300 per piece of property. Please note, the $300 per piece of additionalproperty is NOT included in the cost of the trust package presented at auction.
-Guardianship Nomination (if recipient(s) have children under the age of 18)
A portion of this item's proceeds will directly benefit the Foothill Cross Country Program.
