What we do
Plan for the future
Navigate the present
We work with individuals, families, and small business owners to make sure that what you want to have happen with your assets and property (your stuff) actually does happen if you become incapacitated (not able to make decisions) or when you die.
Estate planning
The process, and result, of deciding and implementing your goals for your property. It includes the decision-making process and the decisions that go into making that plan, the documents that make the plan legal, the follow up to make sure the assets in your life and the plan on the paper “do the same thing,” and the tools and forms that help keep that plan up to date.
Learn more about estate planning or get started with estate planning
Estate admin
You are in charge of Aunt Lena’s estate. What does it mean to be the “Successor Trustee” if she had a trust, or the “Personal Representative” (aka “the Executor”) if she had a will, and what do you do next?
In this area of our practice we help take care of wrapping up the estate (or “the affairs”) of someone who has died. We are here to help.
Learn more about estate admin or get started with estate admin
Small business planning
Guiding your business into its future
When the bottom line meets the end of the line.
Process & Fees
We believe the fees should be fair for you and for us. We design the process with you and for you, around the legal issues and your goals. In most cases, you will know what the fees will be at the beginning of the process, and we ask that you pay half of that total amount when we begin.
We believe you should pay for the work, not the relationship.