We support individuals and families with legal matters including but not limited to:

  • Medical proxy
  • Powers of attorney
  • Simple Wills and Family Trusts, including codicils or amendments
  • Document research and discovery 
  • Planning for the birth of a child or disability of a loved one
  • Disposition of the client's house or vehicle
  • Renovating the client's or a family member's home for accessibility

Do I need to update my estate plan? Checklist: 

Ask yourself if any of these changes have occurred in your life since you executed your will or trust.

  • Have you married or been divorced?
  • Have relatives or other beneficiaries or the executor died or has your relationship with them changed substantially and no provision is made in your will or trust for this contingency?
  • Has the mental or physical condition of any of your relatives or other beneficiaries or of your executor changed substantially?
  • Have you had more children or grandchildren, or have children gone to college or moved out of, or into, your home?
  • Have you moved to another state?
  • Have you bought, sold, or mortgaged a business or real estate?
  • Have you acquired major assets (car, home bank account)?
  • Have your business or financial circumstances changed significantly (estate size, pension, salary, ownership)?
  • Has your state law (or have federal tax laws) changed in a way that might affect your tax and estate planning?