Your life is personal.
Your plan should be, too.

Planning around the property you’ve built

A living trust can provide instructions for managing and distributing the property placed in it. Properly funded trust assets generally pass outside probate, though the right approach depends on your circumstances.

Rachael’s background in both law and construction brings practical insight to conversations about your home, other real estate, and your long-term wishes.

• Your family and the people you want to provide for
• The property and assets involved in your plan
• Your choices about future management and distribution

A clear expression of your wishes

A will records your wishes for property passing under it and can name a guardian for minor children, subject to court approval. It can also work alongside a trust as part of a coordinated estate plan.

Start by thinking about the people who rely on you and the values you want your plan to reflect. Rachael can help you explore the legal documents appropriate to those goals.

Financial and health care decisions

A durable financial power of attorney and an advance health care directive can help you identify who may act for you and express your wishes if you cannot make certain decisions yourself.

These are personal choices. A planning conversation is an opportunity to consider the people you trust, your preferences, and how these documents fit with the rest of your plan.

Revisit what you already have in place

A new home, a growing family, a marriage, a loss, or changing priorities can be a reason to revisit an existing estate plan. Bring your documents and questions to a conversation about whether your plan still reflects your wishes.

• Existing wills, trusts, and related documents
• Changes in your family or property
• Questions about the people named in your documents