Completing a Core Estate Plan is simple and convenient. You can even begin your estate plan from home. Office consultations are preferred, but we will gladly accommodate meetings by phone or video. Once your documents are ready, we will post them in a secure client portal for your review. You can request changes from there, and we will post updated documents. By the time you are ready to sign at our office, all changes should be complete. At your request, we will prepare your documents to be signed outside of our office by using our instructions. Nothing could be easier.  

Core Esate Plans are comprehensive solutions to the most common estate planning problems. Every family is different, so we offer a wide variety of solutions for every situation and budget. With our guidance, you can rest assured that your estate plan will work when you need it.

Core Estate Plans are infinitely customizable to meet your needs. These are just a few of the elements of Core Estate Plans that can be customized for you:

• Distribution of assets
• Children's trust
• Pet trust
• Cash gifts
• Charitable gifts
• Real estate gifts
• Option to purchase real estate
• Intangible property gifts
• Personal property gifts
• Fiduciary appointments and duties
• Compensation of fiduciaries

Core Estate Plans can be adapted to work with other elements of your estate plan. We can easily include other trusts and documents to work with your Core Estate Plan (additional fees may apply). These are a few examples:

• Life Estate Trust
• Cottage Trust
• Medicaid Trust
• Asset Protection Trust
• Special Needs Trust
• Supplemental Trusts
• Pre-Nuptial Agreements
• Business Succession Planning

Core Estate Plans are easy to understand. We don't use complicated legalease. During our consultation, each client receives an "Estate Planning Guide" that explains how estate planning works and the elements of each Core Estate Plan. We won't conclude your consultation until you are able to make fully informed choices about your estate plan.

Core Estate Plans work when you need them to. There are two reasons for this:

1.  Each plan includes checklists and instructions to coordinate your assets with your estate planning documents. No client leaves our office without understanding how their estate plan works, how to implement it, and how to update their assets over time. 

2.  For Plans 4, 5, and 6, we provide instructions for your fiduciaries to administer your estate in the event of your death. These instructions will allow your family to carry out your estate plan without professional help.  

When you work with us, you are a client for life. We are glad to answer questions about your estate plan that arise long after you leave our office - at no additional cost. We don't charge annual subscription fees like many firms. We will only charge a fee to adjust your documents as the need arises. Finally, we make every effort to make sure your estate plan will stand the test of time. Redundancies are built in to every fiduciary appointment and asset distribution plan. 

Core Estate Plans are backed by experience. Our attorneys have met with thousands of clients, and drafted countless estate planning documents. We can recommend what you need based on real-life experience with other families in similar situations. We like a new challenge, but you probably cannot give us one.