Practice area · 01
Wills & trusts that say what you mean.
Every estate plan turns on two questions: where your assets go, and who has authority to carry that out. These documents answer both — drafted to fit your family, not a template.
Overview
A will distributes your probate estate and names guardians for minor children. A trust can do more — avoid probate, stagger distributions, provide for a second family, or hold assets for beneficiaries who aren't ready to manage them. Most plans use both, and most plans fail when the two don't match.
The work starts with your assets and your people: what you own, how it's titled, who it should reach, and when. From there the documents are drafted — then funded, meaning accounts and titles are actually moved into the structures that make them work.
You'll understand every provision before you sign. If a clause can't be explained in plain English, it gets rewritten.
What this covers
Documents, structures, and the work that makes them hold.
Revocable living trusts
The workhorse of most plans: probate avoidance, privacy, and managed distributions during life and after.
Wills & pour-over wills
Catch-all provisions that sweep stray assets into your trust and name guardians for minor children.
Irrevocable trusts
For asset protection, tax planning, and gifts that are meant to be final — used deliberately, not by default.
Beneficiary designations
Retirement accounts and life insurance often pass outside the will. They're reviewed and aligned with the plan.
Trust funding & retitling
A trust only governs what it owns. Deeds, accounts, and business interests are moved in properly.
Periodic plan reviews
Marriages, births, sales, and law changes all move the target. Reviews keep the plan current.
How the work is done
Drafted once, correctly — then kept current.
Documents are drafted after the conversation, not before. You'll see the reasoning behind each structure — what a trust costs to maintain, what a will can't do, where a beneficiary designation beats either — and decide with full information.
At signing, everything is executed formally: witnesses, notaries, funding steps, and a letter of instructions your family can actually follow.
Next step
A plan starts with one conversation.
Bring your questions — about your house, your business, your kids, your taxes. You'll leave knowing what a sensible plan looks like for your situation, whether or not you build it here.
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