Estate Planning Services: Wills & Trusts

Create a plan for the future that protects your loved ones and your legacy. Our estate planning services include wills and trusts designed to meet your unique needs and provide peace of mind.

Thoughtful Planning for Life’s Most Important Decisions

Estate planning isn’t just about documents—it’s about protecting your loved ones and securing your legacy. Whether you need a simple will, a comprehensive trust, or guidance on complex family matters, we provide clear legal advice and personalized strategies. With decades of experience, we help you plan for the future with confidence and peace of mind.

An older couple reviews documents with a financial advisor at a table. They are looking at paperwork, and the advisor is pointing with a pen.

Wills

Ensure your wishes are honored and your assets are distributed according to your plan. Our team will guide you through every step of creating a legally sound will.

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Trusts

Trusts can help protect assets, avoid probate, and manage complex family situations. We’ll help you choose the right type of trust for your goals.

Powers of Attorney: Financial & Health Care

Appoint someone you trust to handle important legal, financial, or medical decisions if you’re ever unable to do so. We’ll help you draft durable and specific POAs that give you peace of mind.

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Living Will & Advance Directive

Make your wishes known about life-sustaining treatment and end-of-life care. We help you document your preferences clearly to avoid uncertainty during difficult times.

HIPAA Authorizations

Ensure that the right people can access your medical information when needed. We’ll help you authorize trusted individuals to speak with healthcare providers on your behalf.

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Special Needs Trusts

Protect the long-term financial well-being of a loved one with special needs without jeopardizing their eligibility for benefits. We help you set up and manage trusts that secure future care.

Complete Your Estate Planning Intake Form

Start the Process with Confidence

Ready to take the next step? Our secure intake form helps us understand your goals, family dynamics, and planning priorities-so we can tailor a legal strategy that fits your needs from the start.