As with all of our services, we take a thoughtful approach, working alongside many key partners including your estate planning attorneys. 

We will guide you in conversations related to Wills (including care in the selection of personal representatives and, when necessary, guardians for minors), Trusts (with thoughtful attention to your intentions, trustee selection and estate tax sensitivity), Health Care Proxies, Durable Powers of Attorney, and Homestead Declarations.

We help explain probate and share strategies to potentially limit its impact - public nature, expense and needless delays.

We also strive to assure the synchronization of your estate goals, documents, account registrations, and beneficiary designations.

As "life happens" we periodically measure the compatibility of your estate plan against current family circumstances. Doing so increases the likelihood your legacy remains one of harmony rather than conflict.