All individuals requesting in-person consultations to talk about estate planning must complete a confidential new client questionnaire prior to our first meeting. I will send the appropriate form(s) to you when we schedule the meeting.

When we meet I’ll walk you through options you might consider based on your goals. For example, we’ll talk about wills and trusts and their respective benefits. We will also discuss other legal documents such as a Healthcare Power of Attorney, Living Will, and more. By the end of our first meeting, you will have the information you need to make the right decisions for your estate plan.

Estate planning is all about protecting your hard-earned assets and taking care of your loved ones if something happens to you. My job, as your estate planning attorney, is to guide you through the initial estate plan (or maybe we’re updating an existing one).