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estate Planning Services

The best plan is the one that gives you peace of mind.


Many people have misconceptions about estate planning. You may think estate planning is something only the wealthy need, or can afford. The reality is otherwise. No matter your income or assets, family or personal circumstance, an Estate Plan is an available and responsible choice.


An Estate Plan need not be complicated or expensive. For most, a Simple Estate Plan can arrange the immediate and private disposition of all assets at death, and can control what happens to you in the event of incapacity. 


A Simple Estate Plan incorporates one or more of the following basic Estate Plan tools:

  • Last Will & Testament

  • Durable Financial Power of Attorney

  • Payable on Death Beneficiary for bank accounts

  • Transfer on Death Beneficiary for home

  • Transfer on Death Beneficiary for motor vehicles

  • Transfer on Death Beneficiary for watercraft

  • Health Care Power of Attorney

  • Living Will

  • Mental Health Declaration


Affordably tailored to your specific needs, a Simple Estate Plan will give you that peace of mind you deserve.

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