Estate Planning Services
Comprehensive Estate Planning Designed Around Your Life
No two families are alike, and your estate plan shouldn’t be either. At Lineage Legal Services, I take the time to understand your goals, your family dynamics, and what matters most to you. Together, we’ll create a customized estate plan that provides clarity, protects your loved ones, and gives you confidence that your wishes will be honored.
Whether you’re planning for the first time or updating an existing plan, I provide personalized guidance every step of the way.
Revocable Living Trusts
A revocable living trust allows you to maintain control of your assets during your lifetime while helping your loved ones avoid probate after your passing. Your trust is carefully tailored to your unique family, financial situation, and long-term goals.
Wills
A Last Will and Testament ensures your wishes are clearly documented and allows you to nominate guardians for minor children while directing how assets not held in your trust should be distributed.
Powers of Attorney
Life is unpredictable. A Durable Power of Attorney allows someone you trust to manage your financial and legal affairs if you become unable to do so yourself.
Advance Health Care Directives
Make your medical wishes known before a crisis occurs. An Advance Health Care Directive appoints someone to make health care decisions on your behalf and communicates your treatment preferences.
Trust Funding
Creating your estate plan is only the first step. Properly transferring assets into your trust is essential to ensuring your plan works as intended. I provide guidance throughout the funding process so your trust is fully implemented.
Trust Amendments & Restatements
As life changes, your estate plan should change with it. Whether you’ve experienced a marriage, divorce, the birth of a child, a new home purchase, or other significant life event, I can help keep your plan current.
Special Needs Planning
Families caring for a loved one with disabilities require thoughtful planning. I help clients create plans that protect beneficiaries while preserving eligibility for important government benefits whenever appropriate.
Kids Protection Planning
Parents of young children deserve peace of mind knowing their children will always be cared for by the people they choose. I help families create plans that address both long-term guardianship and emergency situations.
Ready to discuss further?
Contact me to get started with your Estate Plan.
A Personalized Approach
When you work with Lineage Legal Services, you’ll receive personalized legal guidance, education throughout the planning process, and a trusted advisor who is committed to helping you protect your family, your assets, and your legacy for years to come.
1
Schedule Your Free Consultation
We’ll discuss your goals, family situation, assets, and any concerns you may have.
Overview of the estate planning process
Review of your unique needs
Answer your questions
2
Schedule a Design Meeting
We’ll take a deep dive into your goals and priorities to design an estate plan tailored to your life.
Discuss your wishes and values
Review planning options
Design a customized estate plan that fits your needs
3
Attorney & Client Review and Drafting
We prepare your documents and work with you to ensure everything is accurate and complete.
Drafting of your estate plan
Attorney and client review
Revisions and final approval before signing
4
Signing and Funding
We finalize your plan and help you fund it properly so it works when your family needs it most.
Sign your documents
Notarization and witness
Funding your trust and updating beneficiaries