There is no better time than now to protect your family.

Everyone needs an estate plan, regardless of the value of your assets. Estate planning is an important process that most people don’t tend to prioritize, and yet uncertain times like these often leave us thinking about the things that matter most to us.

I prepare the documents necessary to make sure your loved ones are taken care of after you’re gone. If there is no estate plan in place, your family can be left to deal with probate proceedings to settle the estate in court, and the probate process can be complicated, frustrating, and often very expensive.

A proper estate plan not only protects against excessive costs and unnecessary court proceedings, but also provides peace of mind in knowing that no matter what happens, the assets you’ve worked hard to accumulate will be taken care of according to your specific wishes.

Estate Plan documents often include:

  • Durable Power of Attorney

  • Advance Health Care Directive

  • Will

  • Living Trust

"It was such a pleasure to work with Kate on our estate plan. She was thorough, and professional, and carefully considered our family’s needs. She patiently answered our questions and gave us insightful direction. Had we known how easy this process can be, we would not have waited so long to get our estate plan completed! Thank you, Kate!”

— Kristen and Brian M.