Your wishes, clearly considered.
Jim assists with the preparation and review of wills and trusts as part of a personal approach to estate planning. The conversation starts with your goals, the people you care about, and the questions you want answered.
What we can discuss
Preparing a will
Discuss your wishes for your property and the people you would like to provide for, and get help preparing a will that reflects those decisions.
Creating or reviewing a trust
Talk through your goals, the responsibilities involved, and whether a trust is appropriate for your circumstances.
Reviewing an existing plan
Bring questions about an existing will or trust and whether it continues to reflect your wishes and circumstances.
Putting the pieces together
Discuss how your will or trust fits with your broader estate plan and other planning documents.
Wills and trusts built around your goals
A will or trust is not simply a form. The right documents depend on the people you want to provide for, the property involved, and how you want responsibilities handled. Jim starts with those goals before discussing the documents that may fit.