"A goal without a plan is just a wish."
Antione de Saint-Exupery
The majority of us plan on putting together an estate plan to protect our loved ones from additional pain and stress after we pass away. However, more than 50% of all Americans haven't taken the steps necessary to protect their family. Unfortunately, their wish to do the right thing just isn't enough to achieve their plan. Don't let your family become one of those families. Establishing an estate plan isn't as difficult or daunting as it may seem. Contact us today to start reaching your goal.
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$299 Will
The One Document That Everyone Needs
A will doesn't matter if you are young or old, wealthy or pinching pennies, married or single. A will becomes your voice after you pass and makes sure your final wishes are carried out. Because of its power, it makes it one of the most important documents that you can have when dealing with your estate plan. We don't want anyone to be without this document.
We understand that putting a will in place can seem daunting and overwhelming. Fortunately, it isn't as difficult as you think. We will work with you as you walk through each step. We are always available for questions and for advice. Once your will is written to your liking, we will meet with you to sign and notarize the document at no extra cost. Please contact us for a free consultation. We would be honored to help you
Why Choose Us?
Prepare
I personally prepare your documents to ensure your specific desires and plans are spelled out clearly and completely
Plan
I will meet with you and get to know you personally. I can meet at your home, office or a location that is most comfortable for you. I will then recommend a personalized plan that works for you.
Price
My pricing is all-inclusive. Notary and filing fees are included. There aren't any surprise fees added at the end.
Perform
I offer follow up services to make sure your documents continue to work for you through all life's changes.
916-903-3717
