faqs.

  • DO I NEED A WILL?

    Yes. I recommend a will for almost all of my clients. This traditional document will help protect your estate and ensure that disposition of your assets is governed according to your wishes.

  • WHAT IS THE PROCESS LIKE?

    First, we will meet to discuss your needs, family situation, and any unique circumstances that you have. After an extensive information gathering process, I will draft an initial set of custom documents for your review. We will then meet a second time to execute, finalize, and complete your estate planning portfolio.

  • How Much Does It Cost?

    I charge a flat-rate, as opposed to an hourly fee. This helps keep your costs down and makes it for efficient for you to have a fully executed suite of estate planning documents.