Wills

Planning ahead brings peace of mind, and creating a will is one of the most meaningful ways to protect the people you care about.

We’re here to make the process simple, secure, and personal. Our will preparation services are designed to reflect your values, your wishes, and your life, so you can feel confident knowing your loved ones will be taken care of the way you intended.

When Do You Need a Will?

The simple answer? Sooner than you think.
Many people believe a will is only necessary later in life, but the truth is, any adult who wants a say in what happens to their property, children, or personal wishes should have one. Life is unpredictable, and having a will in place means your loved ones won’t be left guessing during an already difficult time.

You should consider creating or updating your will if:

  • You’ve recently gotten married or divorced
  • You’ve had a child or gained stepchildren
  • You’ve bought a home or started acquiring assets
  • You want to name a guardian for minor children
  • You want to choose who receives what when you’re gone
  • You’re ready to create a more complete estate plan
A three-generation family is smiling and interacting outdoors. A baby is held by an older woman with short white hair, while a younger woman and an older man stand beside them, looking on and holding the baby's hand.

A will gives you control, clarity, and peace of mind. It’s never too early to put it in place, and we’ll walk you through it with care and simplicity.

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Consider a Trust

While a will is a great starting point, a trust can offer more control, privacy, and protection, both during your life and after.

A revocable living trust lets you decide exactly how your assets are managed and distributed, without going through probate. It’s especially helpful if you own property, have young children, want to avoid delays for your family, or are planning for blended families or loved ones with special needs.

Often, a parent, grandparent, spouse, sibling, or legal guardian will set up a Special Needs Trust to ensure that a loved one with a disability is cared for long after they are gone. This is a key part of long-term estate and care planning for families who want to:

Here's why people often choose to add a trust to their estate plan:

  • Avoids probate, saving time, money, and court involvement
  • Keeps your affairs private, unlike a will, which becomes public
  • Manages assets during your lifetime, even if you become incapacitated
  • Protects minor children or beneficiaries who aren’t ready to handle an inheritance
  • Allows for more detailed planning, like staggered distributions or care for a loved one with special needs
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Will Revocable Trust Goes through probate? Yes No Yes No No Yes (can manage assets if you're incapacitated) Becomes public record? Effective during lifetime? Useful for minor children? Custom distribution? Yes (guardian named) Yes (with added control over inheritance) Quick Comparison Chart Basic Highly flexible (timing, conditions, etc.) Wills vs. Trusts

Not sure which option fits best?
We’ll walk you through it, clearly, simply, and with your goals in mind.

Go to Trust Page