Services

WILLS, TRUSTS &  ESTATES
PROBATE & ESTATE ADMIN.
ELDER LAW MATTERS
TRUST ADMIN.
BUSINESS SUCCESSION PLANNING
Call in, get it started, and feel better.

My goal is to make our work together easy, clear, and efficient.  With estate planning matters, my no-nonsense approach allows you to get your plans done.  You will be happier knowing you have a plan in place!  The key is to get started.

Life changes, and your plans will too.  We will build a long-term relationship with a long-term view to ensure that your plans fit your needs as they evolve.  I enjoy working with various other professionals from accountants, realtors, insurance agents, appraisers, estate clean-out services, and many others, depending on the situation and needs.

 

The Process

Regardless of what type of work we are doing together, each process starts with a 15-minute discovery call to make sure we are on the same page .

 

Once we begin our work, the steps for building your peace of mind include:

1. Sign Engagement Letter and Send Retainer
2. Set up a
foundational 
phone call or Zoom meeting and fill out a Questionnaire