Protect your family's future. Let's get started.
Make a plan for everything you have and everyone you love.
Why do we "do estate planning"?
We do estate planning because death and unforeseen circumstances happen to everyone and want to help you leave your families with a life legacy and as much ease and grace as possible.
We don't "do estate planning" simply because you need a will or a trust or we think that you like having a pile of expensive paperwork.
We do estate planning to ensure that your hard-earned resources aren't lost.
We do estate planning to help you minimize how much you pay to the government and maximize how much you leave to the people you love.
We do estate planning to make sure that your children and the people you love are cared for.
We do estate planning so that the wishes you have for your health care and long-term care are handled in the way that you want.
We do estate planning so your loved ones know how to find what you have and get access to it with ease, when it's time for them to do so.
We do estate planning for the people you love.
How we work with you
Meet with us on Zoom from the comfort of your own home or on your lunch break and we will devise a comprehensive estate planning strategy to help you achieve the future you desire for your family.
We will work with you to craft a tailored plan that works for your specific family and your goals for their future. It is our firm belief that every family deserves empowered guidance to make informed decisions about legal, financial, guardianship, health and taxation matters that impact us all. We offer:
Fixed-Fee Family Wealth Planning Sessions
Fixed-Fee Document Packages
Online Consultations & Digital Document Delivery
We are dedicated to providing personalized advice in clear, understandable language, ensuring you feel confident and informed every step of the way.
Our areas of expertise
Wills
Testamentary Discretionary Family Trusts
Testamentary Discretionary Family Trusts
Both the simple and the not so simple kind, for individuals and couples.
Testamentary Discretionary Family Trusts
Testamentary Discretionary Family Trusts
Testamentary Discretionary Family Trusts
Aka. more complex Wills with taxation & family wealth protection benefits if you're worried about a beneficiary going through a divorce, making poor financial decisions or they have a few kids and could save a lot on tax.
Binding Financial Agreements
Testamentary Discretionary Family Trusts
Binding Financial Agreements
Aka. Pre-nuptial Agreements if you're in a relationship and would like to avoid going to Court in the event of a break-up. Often a wise move for blended families with assets which need to be preserved to benefit children from past relationships
Blended Family Estate Plans
Appointments of Enduring Guardians
Binding Financial Agreements
Because families come in all shapes and sizes and you need to make some tricky decisions to balance obligations to new partners and children of previous relationships to avoid future litigation.
Enduring Powers of Attorney
Appointments of Enduring Guardians
Appointments of Enduring Guardians
To keep your legal and financial affairs in order at times when you can't manage them yourself to to an extended holiday, injury or illness
Appointments of Enduring Guardians
Appointments of Enduring Guardians
Appointments of Enduring Guardians
To decide who you want making those important medical and life choices for you if you can't make them yourself.
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