A Different Kind Of Estate Planning Attorney
At my law office, estate planning isn’t a one-size-fits-all service—it’s a thoughtful, collaborative process. We don’t operate like a “drive-through” law firm. Instead, my team and I work closely with you to create a plan that truly reflects your goals, values, and family dynamics.
Life moves through unpredictable seasons, and planning for the future can feel overwhelming. If you’ve been carrying the weight of uncertainty, now is the perfect time to take a step forward. My goal is to equip you with the tools and guidance you need to gain peace of mind and clarity about your estate.
When you’re ready, call our office or schedule an online consultation. We’ll send you a worksheet to complete before our first meeting so that we can make the most of our time together. This allows me to focus on listening to your story, answering your questions, and helping you shape your plan.
To get started, here are some helpful forms you can print and fill out:
We make the estate planning process as smooth and stress-free as possible by working at your pace and, when you choose, in collaboration with key members of your personal and professional team. These may include:
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You, the client
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Your family members
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Your tax advisor
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Your financial advisor
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Your independent trust company officer
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Your insurance provider
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Your real estate title company
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Your personal legacy and life goals
From the very first office conference, we help you stay on track by prescheduling three key milestone dates:
- Phone Conference: To review your initial draft, discuss revisions, and incorporate feedback from you and your team.
- Signing Appointment: Held in our office with witnesses and a notary present.
- Follow-Up Call: To discuss implementation steps and ensure your trust is properly funded.
As your life and goals evolve, we are here to help ensure your estate plan stays aligned with your wishes.
To take the first step toward securing your legacy, call our office today at 910-212-5896 or send us an email.