Non-attorney document preparation for a simple will or trust may be provided at the client’s direction using attorney-approved software. No legal advice, interpretation, or representation is included.

A simple will directs how your assets are distributed after death and can name guardians for minor children. It does not grant authority during your lifetime, manage assets while you are alive, or replace a trust or comprehensive estate plan.

A simple will directs how your assets are distributed after death and can name guardians for minor children. It does not provide authority during your lifetime, manage assets while you are alive, or avoid probate. It is intended for straightforward situations and does not replace a trust or comprehensive estate plan.

A simple trust (revocable living trust) holds title to your assets—such as your home—during your lifetime and provides instructions for management and distribution upon incapacity or death. It may help avoid probate for assets properly transferred into the trust and allows for continuity through a successor trustee. Assets must be properly transferred into the trust to be effective. It is intended for straightforward situations and does not include advanced planning, tax strategies, or complex provisions, and does not replace legal advice or a comprehensive estate plan.

A private, secure digital vault where you can organize and preserve your essential life information, including real estate details, financial accounts, important documents, and personal wishes. It is designed to simplify the process of gathering everything your loved ones may need, helping reduce stress and confusion during difficult or unexpected times.

I offer this as part of my client appreciation resources to provide added value beyond the real estate transaction. By having your information thoughtfully organized and securely stored, you can move forward with greater confidence, knowing that your affairs are in order and your loved ones will be supported when it matters most.

A Power of Attorney is a document that allows you to appoint someone you trust to handle certain financial or legal matters on your behalf. This can be especially helpful if you are unavailable, traveling, or simply want a trusted person to assist with important decisions. As part of my client appreciation services, I can help you prepare a simple Power of Attorney at your direction.

At a client’s request, document preparation assistance may be provided for trust-related deeds, including trust transfer deeds. When authorized by the client, electronic recording with the appropriate county may also be facilitated.

Government filing and recording fees are not included and are paid separately by the client.