Gain peace of mind about your
future with estate planning
Estate planning covers more than death — it also ensures your wishes are clear during a medical issue or disability. We know death and disability aren’t fun topics to think about, but having an estate plan is an incredible gift to your family because it allows them to focus on their grief and their memories instead of the legal stuff.
We firmly believe that everyone needs an estate plan, and we strive to make it as simple as possible with upfront pricing and a streamlined process.
Last Will & Testament
Last Will & Testament with Testamentary Trust
Revocable Living Trust
We help make a difficult topic easier to navigate.
Brooke Unruh is a very knowledgeable professional with a great sense of urgency. Her passion for her job and her excellent judgement makes it easy for her to gain the client’s respect and trust. Additionally, she is very compassionate and responds in a timely manner to any communication request, which makes her clients feel confident and at ease.
I received a document from a new, potential employer and this document included lots of legal provisions about a wide variety of items. I was confused and reached out to Brooke to help. She was able to get me a detailed breakdown of the items listed and made those items make sense for me. Additionally Brooke got back with me very quickly which I needed in this situation. Thanks Brooke!
I can't say enough how pleased I am with Brooke and how she handled setting up my will. My husband and I are procrastinators and Brooke was patient and gave us reminders to get it completed. Any questions that came up she answered quickly and made sure she had all information from us. I have peace of mind now.
Our Estate Planning Process
Schedule a Consultation
During the consultation, we’ll listen to your goals and concerns related to your estate plan and discuss the options available to meet those goals and diminish any concerns.
Complete Intake & Planning Process
After signing the engagement letter and paying a deposit, you’ll complete the intake form to provide all necessary details. We then design a comprehensive plan for your review.
Sign & Finalize for Peace of Mind
The final step is to meet in person to sign your plan with a notary and two witnesses. This step can happen as quickly as a few weeks after we receive the details.