Estate Planning

Do you think you may need a Trust or a Will, but you aren’t sure if estate planning is for you? If so, you have come to the right place!

Planning with Documents

Estate planning documents like Wills, Trusts, Powers of Attorney, and Health Care documents are important, but knowing what estate planning can do for you is necessary to ensure your documents and plan don’t fail when you need them most.

They “Took Care Of It”

Many of us have heard from close loved ones that they “took care of it” only to find out that the collection of documents they have aren’t working the way that they thought they were supposed to work. BUT, it doesn’t have to be like that for your loved ones!

Check For Problems

Check out the following estate planning problems we can help solve for you and if you can answer yes to any of the questions below, we invite you to schedule a 15-minute complementary consultation with an Attorney at Lineage to see how we can help!

Problems We Solve For You

Protection for Your Loved Ones

Do you have someone or something that you would like to protect when you die or if you become incapacitated?

Avoiding Unnecessary Court Involvement

Do you want to ensure your loved ones avoid unnecessary court involvement when you die or if you become incapacitated?

Safeguarding Inheritance

Do you want to protect the inheritance you leave to a loved one from divorces, in-laws, lawsuits, creditors, or other predators?

Designating Decision Makers

Do you want to make sure the person(s) of your choosing can manage your affairs if you become incapacitated without unnecessary court involvement?

Addressing Special Needs Considerations

Do you want to make sure you provide for the special needs of your loved one while avoiding unnecessary loss of governmental benefits?

Protecting Your Needs and Wishes As You Age

Do you want to age with dignity on your terms, while protecting your loved ones from unnecessary surprises and ensuring they have a plan to execute if you need their help?

If you answered yes to any of the above questions, we invite you to schedule a 15-minute complimentary consultation with an attorney to see if we can help you.

SCHEDULE A CONSULTATION TODAY

Our Process

Schedule a meeting to discuss your unique situation and goals.

Initial Estate Planning Consultation

Collaborate with our attorneys to design a personalized estate plan.

Design Meeting

We create a comprehensive draft of your estate plan for your review.

Draft Release

Meet with our team to review and sign the finalized estate plan.

Review/Signing

Ensure seamless integration of your assets into the estate plan.

Asset Integration

Explore opportunities to leave a true and lasting legacy for the people who love you and will miss you when you are gone.

Legacy Planning

The entire process, from the Initial Consultation to the Review/Signing, typically takes 6-8 weeks, ensuring a thorough and efficient experience. Asset Integration and Legacy Planning are done immediately after your estate plan is in place.

Oh, and did I mention that we charged FIXED FEES quoted up front in our 15-minute complimentary consultation? So, you never have to worry about getting a bill, and you know up front what your investment will be before you even get started. We love being on the same page as our clients and it starts with our transparent process and fee structure.

Connect with Us

Contact us today to schedule your complimentary 15-minute consultation so we can discuss how our process will work for you.

FREE CONSULTATION