Wills & Basic Estate Plans
A solid foundation for your estate plan, customized for your family's needs.
What's Included
Last Will and Testament
Your Will outlines how your assets are distributed, who will care for minor children, and who will manage your personal affairs.
Financial Power of Attorney
Authorize a trusted person to handle financial matters on your behalf if you become unable to manage things yourself.
Healthcare Documents
Provide clear instructions about medical preferences and assign a healthcare agent to make decisions consistent with your values.
Why a Will Matters
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Prevents family disputes and confusion
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Ensures guardianship for minor children
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Avoids default state rules determining your heirs
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Protects unmarried partners
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Names the executor you trust
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Allows personalized gifts and distributions
Your Estate Plan, Made Simple
Client-focused guidance at every step.
Clarity at Every Step
I'll explain everything in plain English.
Customized to Your Needs
Your family, assets, and goals guide the process
A Practical Approach
No pressure. No jargon. No confusion.
How the Estate Planning Process Works
Clear guidance from your first meeting to your complete estate plan.
Step 1
Schedule a Consultation
We discuss your goals, answer your questions, and then recommend the estate plan that fits your needs.
Step 2
Complete Questionnaire
Sign in to a secure portal with a guided questionnaire that prepares us for your strategy session.
Step 3
Strategy Session
Meet with Scott (online or in-office) for a detailed, one-hour review of your family, goals and decisions.
Step 4
Review Your Documents
You'll receive a downloadable draft of your estate plan and have the opportunity to review and ask questions.
Step 5
Signing Ceremony
We meet in the office so you can sign your documents in front of witnesses and a notary.
Step 6
Lifetime Support
If life changes, your plan should too. We stay in touch to help you update your documents whenever needed.