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Estate Planning Services

Trusts, wills, probate, and elder law—one firm to cover the documents and strategy you actually need.

Core Documents That Work Together

A solid plan layers a few key instruments so your care, money, and legacy stay aligned if something changes.

01 — Core Document

Living Trust

If your gross estate exceeds $208,850, or your primary residence exceeds $750,000, probate may apply—and statutory fees add up fast (often well above a trust package). A Living Trust lets successor trustees follow your instructions during incapacity and after death, usually without a public court file.

You will need to name two Successor Trustees.
02 — Included with Trust

Pour Over Will

Pairs with revocable trusts, names guardians for minors, and can sweep overlooked assets into your trust after death.

You will need to name Guardians for your children and two Executors.
03 — Included with Trust

General Durable Power of Attorney

Lets trusted agents pay bills and coordinate care using your written directions—without a conservatorship hearing.

You will need to name two alternate Agents.
04 — Included with Trust

Advance Health Care Directive

States who decides care if you cannot speak for yourself and records the treatments you want—or want to refuse.

You will need to name two alternate Agents for Health Care.

Every core document included with your Living Trust

One bundled package—priced upfront and tailored to your household.

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A Trust Only Works If It's Funded

Signing your trust is step one. Retitling assets into it is what actually keeps them out of probate. Track your progress below—it's saved on this device so you can pick up where you left off.

0 of 6 assets retitled

Comprehensive Estate Law Services

Pick the lane you need now; Michael can widen the plan as life or assets change.

Living Trusts

Revocable and irrevocable trusts built to skip probate where possible, protect assets, and carry out your instructions.

Probate Administration

End-to-end probate help: petitions, inventories, creditor issues, and orderly distributions.

Estate Planning

Holistic planning—assets, healthcare agents, POAs, and guardianships when minors are involved.

Trust Administration

Trustee support: accounting, notices, taxes coordination, and fair payouts to beneficiaries.

Elder Law

Senior-focused guidance: long-term care, public benefits where appropriate, conservatorship, and abuse prevention.

Wills & Powers of Attorney

Wills, pour-overs, POAs, and directives—à la carte or bundled with a trust.

Next steps

See how a plan comes together, read common questions, or send a message to book a free consult.

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Your Legacy?

Free consult: map the right documents in one conversation—evenings, weekends, or remote by Zoom or Google Meet.

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