Areas of Practice

Estate Planning

Build a plan that reflects your values and protects the people you love. We’ll walk you through wills, trusts, and the essential documents every family should have—always with clear explanations and personalized guidance.

Estate Administration & Probate

When someone passes, their estate must be managed with care—whether they had a will, a trust, or no plan at all. We help families through the probate and estate administration process with compassion, clarity, and step-by-step legal support.

Wills & Trusts

Not sure which option is right for your situation? We’ll explain the key differences, pros and cons, and help you choose the best way to pass down your assets in a way that aligns with your goals and simplifies things for your loved ones.

Durable Power of Attorney

If you ever become unable to manage your financial affairs, a durable power of attorney ensures someone you trust can step in. We’ll help you create this vital document so your responsibilities don’t fall through the cracks.

Revocable Trusts

A revocable (or living) trust lets you manage your assets privately and avoid the costs and delays of probate. We’ll help you understand how it works, what’s included, and how it benefits your family—now and later.

Advance Healthcare Directive

Make your medical wishes clear in advance and choose someone to speak for you if you’re ever unable to. This directive brings peace of mind to you and your loved ones, knowing important decisions will be made the way you intended.

Trust Administration

If you’ve been named as a trustee, we can guide you through your responsibilities—from asset distribution to recordkeeping and tax considerations. Trust administration doesn’t have to be overwhelming. We’re here to help.

Business Succession Planning

If you own a business, your estate plan isn’t complete without a succession strategy. We help business owners prepare for retirement, emergencies, and transitions—so what you’ve built continues to thrive, with or without you.