Our Services
Estate Planning with the Essentials
Our Essential Estate Planning service offers a comprehensive will-based plan, including a last will and testament, durable power of attorney, medical power of attorney, and HIPAA authorization, all tailored to your needs. These documents ensure your assets are distributed as you wish, while empowering trusted individuals to manage your financial and medical decisions if needed. This cost-effective package provides peace of mind with clear, expert guidance to simplify estate management and protect your legacy.
Trust-Based Estate Plan
Our Trust-Based Estate Planning services provides a comprehensive, customized trust(s), along with a durable power of attorney, medical power of attorney, and a HIPAA authorization to protect your assets and wishes. This cmprehensive plan minimizes the probate process, ensures seamless management of your estate, and empowers trusted individuals to handle your financial and medical decisions when necessary. Designed for flexibility and privacy, this solution provides efficiency and pease of mind for your legacy.
Legacy Interview
A legacy interview is a recorded conversation-usually audio or video-designed to capture your personal stories, values, and life lessons for future generations. While your estate plan takes care of what you leave behindyour legacy interview preserves who you are and why your decisions matter.
During the interview, you might share:
Key life experiences that shaped your values
Messages or advice you want your loved ones to remember
Reflections on family traditions, faith, or defining moments
Explanations of your wishes or choices in your estate plan
It’s not about legal or financial details-it’s about passing your voice your perspective, and you heart. The recording becomes a treasured keepsake that complements your estate documents and helps your loved ones feel connected to you for generations to come.