We can assist in preparing:

• Wills (including testamentary trusts and provisions for

minor children as appropriate)

• General Powers of Attorney

• Medical Powers of Attorney

• Living Wills

• Final Disposition Instructions

• Memorandum for Distribution of Personal Property

• Documents to provide additional protection for minor children

This list is not exhaustive and additional documents will be discussed in an initial appointment.  We do not prepare living trusts. 

​

We offer four core packages for estate planning clients: (1) Solo Legacy Plan for individuals, (2) Couples' Legacy Plan for married couples without minor children, and (3) our Family Legacy Plan for married couples with minor children with basic clauses for minors, and (4) our Kids First Legacy Plan for parents whose top priority is protecting their children.

None of these apply to you? No problem.  Call or e-mail us to determine the right estate plan for you. 

​

​​​​*VIRTUAL ESTATE PLANNING OPTION*

We know you are busy and that coming in for an appointment may be difficult. In an effort to bridge the gap between these poorly drafted DIY documents online and traditional estate planning services, we've created an option that allows you to reap the benefits of both DIY services and traditional estate planning.   We offer an entirely virtual option (all meetings held virtually and documents mailed to you) or  a hybrid option (virtual initial appointment and in-person signing appointment). Our services are for Pennsylvania residents only. 

*Travel appointments to off-site locations are determined on a case-by-case basis.