My Story
In my 40 plus years working as an attorney I have learned a few things. First, no two cases are the same. Second, everyone needs to plan for life after their death. And finally, everyone deserves support during difficult times and I want to help. To learn more about my journey check out my story.
Learning Center
Not all Estate Plans are created equal.
Trust, Will, Certification of Trust, General Power of Attorney, Advanced Health Care Directive – these are just a few of the documents we can provide for you and your family. However, we realize that all these legal documents can be confusing. We’re here to help. Feel free to enter our Learning Center to gain greater knowledge of the different kinds of plans available to find the right one for you.
Video Library
Fee Schedule
My fees are a flat fee that is determined by you and me at the time we determine the service I will do for you and design your Plan. As such, my fees are based on the value of my counseling, experience, time constraints, design, and drafting:
| Services | New Model Online | Traditional In-Office |
|---|---|---|
| Will Based Planning | $550 | $800 |
| Probate Avoidance Trust | $950 | $1,200 |
| Lifetime Protection Plan | $1,150 - $1,650 | $1,450 - $2,150 |
| Personal Family Leadership Plan | N/A | $2,700 + |
| Restatement - I drafted the original trust | Reduce above amounts by $300 | Reduce above amounts by $200 |
| Restatement - Original trust drafted by someone else | Reduce above amounts by $200 | Reduce above amounts by $100 |
All plans, except the will, include the following documents:
- Revocable Living Trust
- Pour Over Will
- Certification of Trust
- Durable Power of Attorney
- Advance Health Care Directive & Living Will
- Release of Medical Records Under Federal Law (HIPAA Regulations)
Next Step
With a basic understanding of an Estate Plan, you are now ready to reach out to an experienced attorney. We offer a free strategy session to help you begin the process of creating a unique Estate Plan for your family. Or you can begin the process now by using our Internet Estate Plan starting tool. Either path gives you access to an attorney qualified to help protect your family in the future.