Simple Estate Planning

legacy planning ethical will values spiritual traditions wisdom memoriesI handle simple estate planning for people who may not have a lot of assets but want to make sure that what they do have goes where they want when they die. When we think of an estate plan – and if you have any belongings at all then you have an estate – we usually think of documents like a will or trust that handles issues after our death. A good estate plan, however, should also include documents that deal with issues if you become incapacitated due to an accident or illness. I provide with you with complete plans based on your specific situation and your budget.

I make the process of drafting your estate plan easy, convenient, and affordable. I explain the differences between wills and trusts, and listen to your concerns so I can advise you about the best available options. I include important documents concerning incapacity, which I fully explain to you, including advising you about individuals you should list in those documents, in each plan:  Durable Power of Attorney, Health Care Proxy, Advance Directive, and HIPAA Release. I also talk with you about issues that go beyond financial planning, such as your concerns regarding the emotional impact of your estate plan on your family and friends.

If you are a single mom – or a single dad – please feel free to download my free e-book, Single Moms, Don’t Panic: Protect Your Children with a Will or a Trust.

Contact me today to see how I can help you with your estate planning needs.

TAKE A MINUTE TO LEARN MORE with Windhorse Legal Short Videos
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Which is right for you: A Will or a Trust? (video length 3:33)





Protect your home with a Medicaid Trust. (video length 3:32)





Protect yourself, your health, and your business matters if you are incapacitated. (video length 3:46)





Why it’s essential to use a personal attorney for Estate Planning. (video length 3:10)





Mini-Videos : Fun super-shorts! (click the title to open in a new window):

Single Mom, Single Day Will Plan (42 secs)

Taking care of your PETS (10 secs)

Emergency Contact Card (18 secs)