Why Estate Planning Matters
Estate planning is about more than just creating a will—it's about crafting a comprehensive strategy that speaks to your goals and concerns. Without a clear plan, your assets may not be dispensed as you intend, potentially leading to disputes, delays, and unnecessary expenses for your family.
Proper estate planning helps you:
Ensure Your Wishes Are Honored
Designate who will inherit your assets and how they will be managed.
Minimize Expenses
Avoid a diminished inheritance caused by excessive court costs and legal fees.
Protect Your Family
Appoint guardians for minor children and make provisions for their care.
Plan for Incapacity
Set up mechanisms for managing your affairs if you become physically or mentally unable to do so.
How We Can Help
At Smart Law, we are skilled in creating tailored estate plans that fit your specific needs. Our approach is personalized, thorough, and focused on achieving the best outcomes for you and your family. We take pride in offering compassionate and professional guidance, helping you navigate the complexities of estate planning with ease. Our goal is to provide you with the tools and knowledge needed to secure your legacy and protect your loved ones.
Advance Health Care Directives
Comprehensive Estate Plans
Last Will and Testaments
Guardianship
Powers of Attorney
Revocable Living Trusts
The Smart Law Process
Designed with Busy Families in Mind.
We’re parents, too, so we know how hectic life can get. That’s why we have simplified and streamlined the process.
Step One
Peace of Mind Planning Session
Your Peace of Mind Planning Session is a chance for us to get to know each other, review your goals and concerns, and talk about your options and our packages and fees. Now that you’ve decided to move forward, the next step is to schedule your Estate Plan Design Meeting!
Step Two
Estate Plan Design Meeting
Your second meeting with us is your Estate Plan Design Meeting. We’ll roll up our sleeves and design your Will or Trust and other estate planning documents. Nothing you decide in this meeting is set in stone; you’ll have lots of chances to make changes throughout the process.
Step Three
Document Review
After your Estate Plan Design Meeting, we’ll draft your Trust and other estate planning documents. Once your documents are ready, we’ll hop on another Zoom and go over the documents together and answer your questions, so you feel comfortable signing.
Step Four
Signing Ceremony
We call it a “Signing Ceremony” because this is a big deal! To make things easy and convenient for you, we come to your home to finalize everything. We ensure your documents are properly signed, notarized, and witnessed—meeting all legal formalities. Once complete, your plan is official, and your family and assets are protected. Congratulations!