Estate Planning & Administration

Protecting What Matters, Counseling through the Process

Estate planning isn’t just about filling out forms; it’s about securing your family’s future, protecting your legacy, and giving yourself peace of mind. At lineage, we make this process simple and straightforward, offering personalized solutions tailored to your needs. Whether you’re creating an estate plan, setting up guardianship, or navigating the complexities of probate, we’re here to guide you every step of the way.

Reliable & Comprehensive Estate Planning

Your estate plan should reflect your values and goals, ensuring your assets are distributed as you wish and minimizing stress for your loved ones. Here’s how we help:

Trust & Will-Based Plans

We design customized estate plans through a trust-based plan or a will-based plan, so your estate is passed on on your terms.

Health Care Directives

We prepare health care directives so that someone you trust can make decisions on your behalf when needed.

Powers of Attorney

We prepare financial powers of attorney so that your financial affairs can be handled on your behalf when needed.

Asset Protection Planning

We help you keep everything you have created and earned safe from creditors and other threats to your security, for your family now and for many generations into the future.

Special Needs Planning

We help parents plan for children with special needs by building a fortress of protection around them that will last a lifetime, because they will need you and your support much longer than others.

Guardianship Designations

For parents, we help establish clear guardianship plans, ensuring that your children are cared for by trusted individuals if the unexpected happens.

Efficient Trust & Estate Administration

When it’s time to administer an estate, the process can be overwhelming. At lineage, we offer compassionate and efficient guidance through probate, handling debts, taxes, and distributions with care and precision. We work closely with you to make the transition as smooth as possible, ensuring everything is handled properly and in a timely manner. Unlike, the Estate Planning process, this representation will likely require work to be performed on an hourly basis.

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Why Choose lineage?

With years of experience, lineage combines legal expertise with a client-centered approach to help you plan for the future with confidence. We’re not just about drafting documents—we’re about protecting your family, your assets, and your legacy. Ready to start your estate planning journey? Contact us today and let us help you create a plan that gives you peace of mind for years to come.

The lineage Process

A Seamless, Transparent Journey

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

We keep the process efficient and clear. From your Initial Consultation to Review and Signing, the entire process typically takes 6-8 weeks. After your estate plan is in place, we proceed with Asset Integration and Legacy Planning to ensure everything is aligned for the future.

Here’s the best part: We offer FIXED FEES, quoted upfront during your complimentary 15-minute consultation. No surprises, no hourly rates for our state Estate Plan process —just a straightforward, predictable experience.

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Ready to plan for the future? Contact us today and let’s create a plan that ensures your legacy and peace of mind for years to come.

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