My approach custom designs a set of Estate Plan documents that meet the needs and goals of the client(s). Plans include a Will, Power of Attorney, Advanced Healthcare Directive, and may also include a child protection plan for minor children, and trusts for property, disabled adult children, and/or charitable giving.
I love working with people to make sure their families will have less frustration and less stress at a difficult time in their lives. Knowing there is a plan in place makes the transition a bit easier for all involved.
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I start with an inital comsultation to describe my philosophy of Estate Planning. This includes a discussion of what's important to the client(s). From there, I have them fill out an intake form listing all their important people and assets they want to have their plan protect. I write the Estate Plan documents and then I review them with the clients. If everything is as they would like it to be, I arrange for a Remote Notary to finalize the documents.