You wonder what will happen to you as you get older. You wonder what will happen if you are not here tomorrow to take care of your children, your family, and your assets. You want to provide protection and assurances that your choices and decisions are followed to the letter.
A properly drafted and executed estate plan will alleviate your concerns. That's where we come in. We specialize in estate planning and will work with you to plan your future and your family's future. You will know that you've made the best choices so those you love are taken care of when they need it most. We will sit next to you and take you through the process, step by step.
To properly prepare your estate planning documents we need to gather certain information from you.
If you are a couple and wish to consult with our offices for an estate plan please click the first link below for the estate planning questionnaire.
If you are a single person click on the second link for the questionnaire.
If you would like to understand more of the terminology of wills and trusts, click on the third link for a glossary of terms related to estate planning.
For couples wanting to create an estate plan please use the documents to the right. You may either use the MSWORD questionnaire or the PDF questionnaire. The Glossary of Terms is for your convenience.
For single people wanting to create an estate plan please use the documents to the right. You may either use the MSWORD questionnaire or the PDF questionnaire. The Glossary of Terms is for your convenience.