The Client Maintenance Program. An innovative program that keeps you informed of changes that could affect your planning; securely stores your estate planning, legal and financial records; and provides unlimited access to my office for questions or help regarding your plan and additional funding assistance for assets acquired after the completion of your estate plan.

Lifetime Peace of Mind Meetings. Any time you experience a major life event or feel the need to talk to an Attorney about a major and unexpected issue, you can call me and schedule a Peace of Mind meeting at no charge. For life.

Thoughtful Incapacity Planning. To ensure you are protected in the event you become unable to manage your affairs for any period of time. Incapacity is a major risk for everyone, regardless of age.

Comprehensive Attorney-drafted and Statutory Durable Powers of Attorney. Allows your spouse or another trusted person to sign documents and handle financial matters for you. These documents are particularly helpful if a mental or physical disability prevents you from managing your own affairs.

Advance Health Care Directive. Provides direction to physicians and family members regarding continuation of life support systems and other medical treatment preferences.

Personalized Service. I explore your goals and needs to design a legal solution that addresses your unique situation. This personalized service ensures that your estate planning, maintenance and administration is always handled in a caring, efficient and cost-effective manner.

Twenty Four Hour Access to Health Care Documents. You will be given twenty four hour access to your signed health care documents to ensure they are always available when needed. Request can be made by phone or internet and the documents will be sent in seconds to your medical care providers and/or loved ones.

Unlimited Funding Support. I provide unlimited phone and in-person support. This service also includes detailed instructions that provide the necessary information to transfer assets into your revocable living trust.

Wallet Card. This handy wallet card enables you to get assets transferred into your trust by simply filling the institutions form with your trust information on the card and delivering the form to appropriate institutions.

Three-Ring Family Protection Binder. Contains copies of all of your planning documents as well as informational documents and forms which can be completed regarding where assets are located, wishes for memorial services, and any other information which you consider to be pertinent. Your Binder is information central should your family face a crisis.

Revocable Living Trust Agreement. Eliminates probate and the need for conservatorship proceedings in regard to all assets transferred into the trust. The trust directs the disposition of your assets to your chosen beneficiaries.

Pour Over Will. Ensures all property is transferred to the chosen beneficiaries, even if an asset is not transferred to your revocable living trust during lifetime.

Comprehensive Nomination of Guardians. The person you name to be your child’s guardian will have the power to make legal and medical decisions for your child. You want to choose the right person and create a plan that is effective during your lifetime (in case you become incapacitated) and upon your death.

Beneficiary Trusts. Ensure that your assets are protected for your children. These trusts may include asset protection from lawsuits, creditors (in the event of financial hardship) or divorce. For clients who seek to maximize protection, we can craft trust solutions that preserve assets for generations.

Credit Shelter Trusts. For married couples who want to minimize estate tax or provide asset protection to each other, our carefully drafted Credit Shelter Trusts can do more than just meet the minimum legal requirements to reduce tax; we can build a fortress that protects your children and spouse from lawsuits and unintentional disinheritance.