Successful Estate Planning for 20+ Years
Wendy simplifies what can be an intimidating and emotional process.
Wendy prepares fully customized Estate Plans—no ‘cookie cutter’ plans that may not hold up in court.
The documents in an Estate Plan help communicate your wishes so your loved ones aren't left guessing or dealing with the courts. These can include a Trust, Will, Health Care Directive, Financial Power of Attorney, funding the trust, and any other necessary documents.
Wendy will help determine which documents you need - no matter how complex the situation or your age.
You don’t wait for a car accident to buy car insurance. Why wait for an Estate Plan?
Affordable.
Wendy’s fees are more reasonable than most Estate Planning Attorneys. She keeps costs low by working from her home and coming to you. Contact Wendy for pricing.
Convenient.
No taking time off work for a downtown financial district appointment or hiring a babysitter. Wendy comes to you when it works best for you - including evenings and weekends.
Young college-age adults need documents too.
Did you know that once a child turns 18, doctors and other medical staff cannot talk to the parents about their health?
This becomes a problem if they are unconscious and unable to waive their HIPPA rights or manage their finances.
Wendy drafts the necessary documents so parents or other responsible adults can help make medical decisions and deal with financial issues on behalf of the young adults.
Here’s How It Works—It’s Easy
1. Interview
Wendy comes to you at a convenient time.
She asks questions (No hard questionnaires to fill out on your own!), and will personally help you work through difficult decisions.
2. Draft
Wendy spends time with all the fine legal details, then will send you drafts for you to review and revise along the way.
This is usually fairly quick.
3. Sign
Wendy comes back to you with a Notary Public to sign the documents.
This is the easiest step!
4. Finalize
Wendy walks you through the exact steps to fund your trust.
“Wendy was the most convenient, approachable, friendly, and affordable estate planner I talked to. She even accommodated our unique requests, and really helped us through some tough decisions. She’s amazing. I recommend Wendy to everyone.”
- Angela, Extate