Featured Practice Area
Estate planning
Documents that protect the people depending on you — drafted for your actual family and assets. Wills, trusts, powers of attorney, and advance directives structured to reduce conflict, avoid probate where possible, and carry out your instructions with clarity.
What I handle
Wills
A clear, valid will directing how your assets pass, who administers your estate, and who cares for your minor children.
Revocable living trusts
Trusts that avoid probate, keep your affairs private, and provide for seamless management of your property if you become incapacitated.
Powers of attorney
Durable financial powers of attorney designating trusted decision-makers to handle your finances and property when you cannot.
Advance directives
Healthcare powers of attorney and living wills that guide medical decisions when you cannot speak for yourself.
Beneficiary designations & titling
Coordinating account titles, beneficiary forms, and deeds so the plan works as written — not just on paper.
Probate avoidance & administration
Structuring ownership and transfers to streamline administration and spare families the cost and delay of probate.
Who this helps
Plans built for real situations
Estate planning is not one document — it is a set of instructions matched to your family, your property, and your wishes. These are the situations I most often help with.
Young families
Naming guardians for minor children and trustees to manage what they inherit.
Blended families
Ensuring children from a prior relationship are protected while providing for a spouse.
Property & cottage owners
Keeping the family home, cottage, or land in the family and out of probate.
Business owners
Planning succession so the business does not die with you and your family is provided for.
Retirees & aging adults
Long-term care considerations, asset protection, and trusted decision-makers named in advance.
Outdated plans
Reviewing and updating wills and trusts drafted years ago that no longer fit your life.
When to review
Life changes. Your plan should too.
A plan only works if it stays current. Review your documents when:
- Marriage, divorce, or remarriage
- Birth or adoption of a child
- Death of a beneficiary or named fiduciary
- A move to another state
- A significant change in assets
- Every 3–5 years, as the law changes
I keep your documents on file and make updates straightforward — most updates are handled on a flat fee agreed in advance.
Working together
We start with a conversation about your family, your assets, and what you want to happen. From there I recommend a plan — and a scope and fee discussed openly in writing before any work begins.
Every document is drafted for your situation, not pulled from a template. Beneficiary designations, account titles, and deeds are coordinated so the plan works the way you intend — at incapacity as well as at death.
A complete estate plan typically includes a will, a revocable living trust, financial and healthcare powers of attorney, and advance directives. We decide together what you actually need.
Plans should be reviewed after a marriage, a birth, a move, or a significant change in assets — and every few years as the law changes. I keep your documents on file and make updates simple.
Consultation
Start the conversation
Tell me a little about your matter and I will follow up personally.