Estate planning
A plan for everything you've built.
Your home, your accounts, your kids, your business: one plan that says who gets what, who decides when you can't, and keeps your family out of court. Flat fee, drafted by the attorney, explained in plain English.
Sound familiar?
- You have a home, savings, or children, and no plan or a plan from years ago
- You want your family to avoid probate and keep your affairs private
- You want someone you trust able to act if you're incapacitated
- You own property in more than one state
How we help
We sit down with you, learn what you own and who you're protecting, and recommend one level of planning at one flat fee. Most families need a foundational plan; some need an irrevocable trust or tax planning on top. We tell you which, and why, before you spend a dollar.
Every document is drafted by the attorney, walked through with you in plain language, and signed properly for South Dakota, Wyoming or Utah. Then we help you fund the trust so the plan actually works.
Common questions
Do I need a trust, or is a will enough?
It depends on what you own, who you're protecting, and which state you live in. That is the first thing we settle in your consultation, and we'll tell you honestly if a simpler plan fits.
I already have a will from another state. Is it any good?
Bring it to your consultation. We'll tell you whether it still does what you need under South Dakota, Wyoming or Utah law, and what, if anything, to change.
Start with a conversation.
One free consultation over Zoom. You leave knowing what you need and what it costs.
What happens next
- 1Tell us a little about your situationTwo minutes on the contact page, or ask the assistant.
- 2Pick a timeWe meet over Zoom, wherever you are.
- 3Leave knowing what you need and what it costsThen you decide. No pressure either way.
Consultations are free and carry no obligation.