PROTECT YOUR LEGACY
Wills & Trusts

STEP 1

Initial Consultation

with the Attorney

Your gross value of assets will remain under $184,500.00 even at time of death;
You are not a real property owner; and
You do not want your assets to simply to go to whoever in next in line based on the law.

Your gross value of assets are around $184,500.00 or more;
You are a real property owner or plan to purchase a house;
You do not want your family to have to wait approximately a year to receive their inheritance;
You want to maintain control over who is in charge and who is to receive an inheritance even beyond the grave;
Avoid Probate!

You are over the age 18 years old; and
You want your family to avoid having to obtain a conservatorship should you become incapable of managing your financial affairs or making your medical decisions.

Most clients are able to take home their freshly signed and notarized

estate planning documents within two to three weeks.

Estate Plans may be created on a rushed bases of 48 hours to 72 hours for an additional cost.