Essential Estate Planning
Put the essentials in place.
For your family and your business.
Wills, powers of attorney, healthcare directives, and trusts — prepared clearly and without overselling. Start with our free Essential Planning Kit, or build your plan below.
The Essential Planning Kit
A printable workbook covering the essential estate planning documents and the information your loved ones would need if something happened to you. No jargon, no pressure — just a place to start.
- Overview of the five essential documents
- Practical prompts to gather key information
- Reflection questions to clarify your wishes
- What your family will need and where to find it
Get the Essential Planning Kit
A printable workbook covering the essential documents and the information your family will need. Free, no obligation.
What we do — and what we don't
We're honest about scope so you get the right help, even if it's not from us.
What we prepare
- Wills
- Financial and healthcare powers of attorney
- Living wills / advance directives
- Revocable living trusts
- Clear, plain-language guidance
What this isn't
- — Tax planning or tax advice
- — Irrevocable trust structures
- — Business succession planning
- — Litigation or dispute resolution
If your situation calls for services beyond this scope, we'll tell you and discuss a separate engagement or a referral. Submitting any form on this page does not create an attorney-client relationship.
Step 1 — Your priorities
Tell us what matters to you
Answer a few quick questions and we'll suggest the right starting point. Nothing here is legal advice.
01What best describes you?
02Do you own or operate a business?
03Do you own real estate or significant property?
04Do you have minor children or dependents?
05Is avoiding probate a priority for you?
06What is most important right now?