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Get Started
The only time that you can prepare and implement an estate plan is while you are alive and have legal capacity to enter into a contract. If you wait until you are unable to manage your own affairs or suffer from some other disability which affects your legal capacity, your estate plan may be effectively challenged.
The best time to start an estate plan is now, while you have the capacity to do so.
Why Should I Plan My Estate?
What Information Do I Need to Prepare?
Estate Plan Questionnaire - complete this form to plan your Revocable Living Trust, Will, Durable Power of Attorney for Finances, and/or Advance Health Care Directive.
Special Needs Trust Questionnaire - complete this form to prepare a Special Needs Trust for a disabled child or adult.
Buy-Sell Agreement Questionnaire - complete this form and attachment to create a succession plan for your business.
Charitable Trust Questionnaire - complete this form if you are interested in creating a charitable trust.
Irrevocable Life Insurance Trust Questionnaire - complete this form if you want a trust that keeps life insurance proceeds outside your taxable estate.
How Do I Schedule a Complimentary Consultation?
Learn More About the Estate Planning Process
It is neither as complicated nor as expensive as you may fear!
How Much Does It Cost?
Standard Fee Schedule - Trusts and Estates
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