I have learned how estate planning, business, and tax law are practiced at a variety of law firms, drafting hundreds of estate plans for clients of all types, worked extensively on LLC and corporate matters, and advised clients on tax planning, reporting and litigation. I have combined these experiences with my own pursuit of efficiency to design an estate planning process that achieves careful, customized planning without any extraneous documents, time, or cost. I focus my practice on helping individuals avoid the cost, hassle and exposure of traditional lawyers by offering an effective and efficient (and often wholly online) estate planning process.
Send us a quick message or schedule an appointment on our Contact Us page and we'll reach out.
Complete our estate planning questionnaire and send it back to us.
We send you an engagement letter that outlines your plan and price, which you sign and return.
I put your documents together - this usually takes a few days to a week, depending on volume.
We will arrange a remote, electronic signing, if you prefer, or if not, we will help you find a local notary to whom you can take your documents.
We transmit your signed documents to you securely, along with customized advice about how to address any aspects of your estate planning not covered by a will (such as IRAs or 401(k)s).