Book an Appointment

Estate Planning

2-Hour Consultation

• Creating or updating a revocable living trust.
• Preparing a will, powers of attorney, and advance health care directive.
• Reviewing an existing estate plan to confirm it still fits your goals.
• 2-hour consultation; either in person or remotely over Zoom.

After scheduling, you will receive an email with a link to an online intake form to complete before your meeting. Completing the intake form in advance helps make your time with the attorney more productive by focusing on the substantive issues and goals that are important to you, rather than using meeting time to gather background information.

Administration Upon the Death of a Loved One

2-Hour Consultation

• Trust administration after a loved one's passing.
• Probate and court-supervised estate administration.
• Administering a will and determining next steps.
• Guidance for trustees, executors, administrators, and family members.
• Understanding notices, deadlines, asset transfers, and beneficiary communication.
• 2-hour consultation; either in person or remotely over Zoom.

After scheduling, you will receive an email with a link to an online intake form to complete before your meeting. Completing the intake form in advance helps make your time with the attorney more productive by focusing on the substantive issues and goals that are important to you, rather than using meeting time to gather background information.

Quick Call

15-Minute Call

• 15-minute introductory call for new clients.
• A quick matter update for an existing client.
• A professional advisor discussing a shared client.

Quick Office Drop-In

15-Minute Office Visit

• Dropping off documents.
• Picking up documents.
• A quick office meet and greet.