Wills & Estates
Plan ahead with peace of mind.
Our goal with estate planning (preparing a will) is to turn a potential point of stress into one of empowerment. We want to ensure that the estate planning process is clear and straightforward. You can feel confident that we have considered all of life’s complexities with your personalized estate planning documents.
Tools to get you started.
- Powers of Attorney
- Representation Agreements
- Health Care Directives
- Business Considerations
Guiding you through estate administrations.
Our experienced, compassionate team can also assist with completing estate administrations. We know the stress involved in managing someone else’s affairs. We want to ensure that the lengthy process of administering an estate runs as smoothly and efficiently as possible for you.
Some things to think about.
Make a list of all of your assets so we can create an accurate financial picture for your estate plan. This includes: any real estate, investment accounts, life insurance policies, and major valuables like vehicles and recreation.
Gather contact info for your executor(s), guardian(s), or person(s) who you may appoint in a Power of Attorney or Representation Agreement. This can be a tough decision and we can discuss your options, but it helps to have some responsible individuals you trust in mind.
Ensure you have reviewed your draft documents before your signing appointment. We will always go over everything thoroughly for you, but minor last minute changes can often lead to additional appointments.
If you’re an executor of an estate, know that the process of winding up someone’s affairs can often take months, if not years. We’re here to make everything go as smoothly and quickly as possible. You can save a lot of headache by keeping clear and thorough records right from the start.
Purchasing a Business? Do your Due Diligence!
Have you identified an existing business and want to make the leap into ownership of said business? We can’t stress this enough – do your due ...Read More
When to Make a Will
A will is a legal document that provides instructions with respect to how you want your estate and other important matters to be handled when you die. ...Read More
How can we help you?
To inquire about this service, don’t hesitate to contact us.