top of page

Wills and Trusts

It is easy to put off planning for your own incapacity or death, especially when you are young, busy, or unsure of your options.  Nancy can help you determine what steps you need to take to prepare for or deal with unexpected circumstances, including: 

  • Free 30-minute initial consultation to determine your specific estate plan needs;

  • Preparation of your estate planning documents such as Revocable Living Trust, Will, Durable Power of Attorney; and Advance Health Care Directive;

  • Ensuring that your real property is transferred into your Trust;

  • Provide for the care and comfort of your pets with a Companion Animal Trust;

  • Setting up a conservatorship to care for your parent or an adult child with special needs;

  • Setting up a probate guardianship for a minor child;

  • Preparation of a Special Needs Trust for your child.

Happy Senior Couple
bottom of page