Estate Planning

I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.

​

I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).

​

In one sentence, we help families avoid collapse after the death or disability of a loved one.

​

To find out more about how you can start on this important planning, you are invited to speak with us personally about your family.

​

If you are ready to jump right in and get going, you can schedule right online by clicking here.

​

​

Undecided?

​

That is totally fine. It is normal to feel a little uneasy about estate planning.

​

​

Do You Really Know?

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

​

If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.

​

If you do not have an estate plan, then your state has a plan for you, and it's probably not what you want.

​

Here’s the bottom line: If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out exactly what would happen legally and financially so that you can decide if the current state of your affairs is okay with you.

​

Dania will gladly and patiently answer all your questions to design an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.

​