Estate Planning

An estate plan allows you to provide for those you leave behind when you die. It is one way to create a legacy. Components of an estate plan generally include a Will, a Health Care Advanced Directive, a Living Will and a Financial Power of Attorney. These are the basic building blocks to allow you to control circumstances if you should become incapacitated or die. Additional components of an estate plan may include asset protection planning, charitable planning, planning for education, retirement account planning, life insurance planning, business succession planning and tax planning. 


How will you know what you need? We make it simple. You fill out our questionnaire and submit it to us electronically or by mail. We will review it and contact you to set up a time to meet with you. When we meet, we will talk with you about your goals. We will then make recommendations regarding an appropriate estate plan for your family. In most cases, we will provide you with a flat fee, up front, in writing, in advance, so that you know exactly how much the plan will cost, with no additional charges for faxes, postage, copying, document preparation, notary fees, etc. The price we quote is the price you pay!

Simply fill out our secure contact form, or you can click the link below to download a PDF version of our questionnaire to send us by email, fax, or mail. The choice is yours. Either way, we are looking forward to hearing from you!


Couples Questionnaire (pdf)


Individual Questionnaire (pdf)