Service 02 · Estate Planning & Probate
Estate Planning & Probate
A good estate plan isn't a stack of documents — it's a clear plan your family can actually follow when it matters. And when you're settling a loved one's estate, you want the process managed, not improvised.
What I handle
- Wills
- Revocable and testamentary trusts
- Financial powers of attorney
- Medical powers of attorney
- Advance directives
- Estate administration and probate (uncontested)
How I work
Planning that actually works
A guided process, not document vending. We map what you have and what you want to happen, then make sure the plan holds together — titling, beneficiary designations, and funding all aligned so nothing falls through the cracks.
Probate, run like a project
Administration is handled with an intake checklist, eligibility triage, a filing-and-notice workflow, and a clean closing package — so the estate stays organized and on track. Flat fees, with phase pricing where the matter allows.
Who this is for: For families planning ahead, and for executors and heirs who want an organized, uncontested administration.
Let's talk it through
A short conversation is the fastest way to find out whether and how I can help with your estate planning & probate matter.
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