If you’re looking for an estate planner to trust with your family legacy, who can make the planning process easy, and who will make an effort to understand your current and future needs…
“I was introduced to Jennifer by a mutual friend, and within 10 minutes of meeting her, I could see why people enjoy working with her so much.”
She's warm, caring, and easily develops strong relationships. I worked with her on a simple probate matter that dragged on due to COVID and court staffing shortages. Her guidance was instrumental in keeping things moving until the process was complete.
I later called on her to prepare my estate documents (will, trust, etc.). She was empathetic to my situation as a single parent. Jenn made the process easy and efficient while providing clear explanations of each document and the considerations around them.
It was truly a pleasure working with her.
- lynne z.
Having an estate plan is more than saying who gets what after death. It includes specifications for all your legal wishes for life and death, including powers of attorney for legal situations, healthcare proxies during a medical emergency, and trusts to protect your beneficiaries.
This full-service option is great for families who are just starting to explore estate planning or need to overhaul an existing plan. Through a fully-guided and educational experience, we’ll draft up a comprehensive estate plan that’s completely custom to your unique situation.
Though I’m experienced, I don’t claim to be an expert in everything. This is why I also work with a great network of financial advisors, accountants, and other attorneys who can weigh in their expertise when needed to ensure we craft a plan that sets you up for the best success.
Trusts come in many forms, but at its core, trusts are legal entities that include a trust beneficiary, trust-maker, and trustee. It can help your family avoid probate court and minimize estate taxes.
A will is a document that outlines how and when your beneficiaries will inherit your assets after your passing.
This is a group of legal documents specifying who you want to make medical decisions for you and outlines your other medical wishes in case you lose the ability to communicate them.
This document gives a person (otherwise known as a principal, grantor, or donor) the authority to represent or act on your behalf in various legal matters.
(Health Care Proxy, Living Will, and HIPAA Authorization)
Just like you would go to your primary care doctor for regular health check-ups, your estate plan needs to be regularly reviewed and updated because life changes. This is why I always recommend this service for families seeking complete peace of mind.
Working together to update your estate plans to reflect your current situation, this annual membership safeguards your assets against life’s unexpected events.
You can think of a trust as a set of babysitter instructions that leave directions for Trustees to carry out. Most trusts provide a lot of discretion so that they can easily respond to changing laws and circumstances. And most Trustees and beneficiaries are overwhelmed when they first review the trust document!
Having experience working with Trustees, families, and beneficiaries, I can help you understand exactly what these babysitter instructions say, what discretion is included, and how to use that discretion appropriately.
Other ways I help with trust administration:
When an individual dies with assets held in their name and without beneficiary designations, a probate administration must be opened to transfer those assets in accordance with that person's will. (or, if they don't have a will, according to the state law.)
In these situations, I step in to:
Shortly after you inquire, I’ll reach out to you via email with a roadmap detailing the estate planning journey so you know what to expect when working together.
As a crucial part of the process, this questionnaire will ask you for details about your family, including ages, health issues, assets, family businesses, properties, concerns, goals, etc. This confidential questionnaire helps me prepare robust recommendations personalized to your unique situation and make the most of our time together. Your financial advisor, if you have one, can be a great resource!
During our two-hour meeting (which can be done virtually), we'll walk through the basics together such as how to pass assets from one person to another, what probate is and how it works, and the purpose of different estate documents. If you’re engaging me as part of a couple, it is really important that you both participate.
After you’ve hired me and confirmed the details of your custom estate plan, I'll take about three to four weeks to draft up your documents. During this time, you can reach out to me with any questions you have!
To implement your estate plan, we'll talk about who will be signing and ensure all the details are correct.
Once the documents for your estate plan are in place, I will advise you on how to fund any trusts we may have created, and what other steps to take so that your plan works as intended and your loved ones have appropriate guidance during an often emotionally difficult time. After handing over your final documents, you can live your most empowered life, knowing that you, your family, and your legacy wishes are protected!