Mobile Estate Planning Services
Estate planning doesn't have to feel overwhelming — or require a stuffy office and a three-piece suit. Whether you're just starting to think about the "what ifs," building a plan to protect your family and your legacy, or simply want a second opinion on documents you've already created, I've got a path that fits.
Select an option below to explore how we can work together, and help to bring you peace of mind (and maybe even a little joy) along the way!
Will-Centered Package
The foundation every family needs. This package covers the essential documents that protect you, your wishes, and the people who matter most — including planning for minor children, and potential incapacity.
WHAT'S INCLUDED:
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Will (including guardianship nomination, if applicable)
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Personal Property Memorandum
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Durable (Financial) Power of Attorney
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Health Care Power of Attorney
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Advance Directive (Living Will)
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HIPAA Authorization
Trust-Centered Package
For those who want the highest level of ease, privacy, and peace of mind for how their assets pass to the people they love. Including everything in the Will-Centered foundation, with a revocable living trust at its core.
WHAT'S INCLUDED:
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Revocable Living Trust
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Personal Property Memo
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Assignment of Personal Property
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Certification of Trust
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Pour-Over Will (including guardianship nomination, if applicable)
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Durable (Financial) Power of Attorney
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Health Care Power of Attorney
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Advance Directive (Living Will)
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HIPAA Authorization
Young Adult Package
When your young adult turns 18, you are no longer (legally) their default decision-maker. Create clarity for your family and talk to your young adult about getting some basic incapacity documents in place.
WHAT'S INCLUDED:
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Durable (Financial) Power of Attorney
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Health Care Power of Attorney
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Advance Directive (Living Will)
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HIPAA Authorization
Document Review
Have you created documents on your own and would like a second set of eyes to review them? You will forward your created document and then receive a summary of the choices and decisions you’ve made to ensure your plan says what you intend it to.
