Estate Planning: The Important Work You Keep Putting Off (I Get It!)
Estate planning is a critical part of how you take care of the people you love.
Unfortunately, this need never feels urgent enough to tackle today.
For many people, I know that this has probably been on your “to-do” list for a couple of years now and you are nervous to engage the process and admit to someone that you don’t have a Will or that you are considering doing one yourself online. Maybe you don’t even know why you need to do this planning, but you have a nagging sense that you should.
It’s okay! I am not here to scare you about the consequences of not having an estate plan or berate you for having a do-it-yourself Will. Instead, I want to educate you about what could happen if you do it yourself or do nothing so that you feel empowered to make an informed decision about whether that result is acceptable to you and your family. If it is not, then I will help you design a plan that takes care of you and your family in the way you want.
Personalized Planning
Estate planning with me is personal and not off the shelf. I take the time to get to know you, your family, and your assets and help guide you to design an estate plan that makes sense for you. Whether it is a foundational plan for a family with young children or a more extensive plan for a family concerned with wealth preservation, I can help.
I represent individuals and families throughout all stages of life, and when the circumstances allow, often serve the whole family and multiple generations of the same family. I have worked with two-parent families, single parents, unmarried partners, blended families, and individuals who do not have children.
Generally, my fees for a married couple start around $2,500 for a comprehensive plan not focused on probate court avoidance and go up from there depending on the complexity of your goals, family, and assets. Most of my estate planning services are billed on a flat-fee basis.
If this approach sounds appealing, then let’s set up a brief phone conversation so that we can get to know each other and determine if working together is the right fit for both of us. During this free call, I will go into more detail about my process and answer any questions that you may have. If after that conversation you would like to move forward, we will schedule an initial meeting and begin the engagement.
Estate Administration
It is hard to generalize the estate administration and settlement process. Each estate and fiduciary are so different.
I aim to assist Personal Representatives and Trustees in whatever way needed. I am happy to support clients to do the work themselves or to step in and take a more active role. We will discuss what arrangement works best for you.