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Downloadable Planning Tools & Guides

ESTATE PLANNING GUIDE

Estate planning is the process of making a plan for your family, health, and asset transfer in case of possible incapacity or death. This guide is intended to help you make real progress on your plan.

PROBATE & ESTATE ADMIN ASSESSMENT

This guide details our process for learning about the circumstances of the estate. My hope is that our probate and estate administration assessment process helps you to feel supported.

WILLS WORKSHOP

Will planning is not as tedious or uncomfortable as you might think–it is simply about getting organized.

Join attorney, Sarah Jordan, for a complimentary Wills Workshop!

Initial Consultation

A twenty-minute initial phone consultation with Sarah intended to start giving you clarity about estate matters.

Consultation fee will be credited toward future services.

One-Hour Legal Session

Includes one hour of attorney time to meet, review your documents, and/or research legal questions. Great as a follow-up to the Initial Consultation if you need additional questions answered. Click a button below to schedule.