Destined Estate Planning

Individual Documents & Services

For clients who need targeted support or prefer to build their plan gradually, I offer stand-alone documents and services. This option is ideal if you are addressing a specific concern, updating an existing plan, or taking a first step toward more comprehensive planning. This approach offers flexibility while ensuring each document works as intended and reflects your values—not just generic forms.

Comprehensive Estate Planning

Comprehensive planning is designed to give you clarity, protection, and peace of mind—today and in the future. These plans look at the full picture: your family, assets, values, and long-term goals. I offer three tiers so you can choose the level of planning that best fits your needs.

Will-Based Plans: Best suited for individuals or families with straightforward estates who want essential protections in place. This plan ensures your wishes are legally documented and your loved ones have guidance during difficult moments.

Revocable Living Trust Plans: Ideal for clients seeking probate avoidance, privacy, and smoother administration for loved ones. This tier provides continuity during incapacity and simplifies the transfer of assets after death.

Wealth Preservation Planning: Designed for clients with more complex goals, higher-value estates, blended families, business interests, or a desire to preserve wealth across generations. This option focuses not only on transferring wealth, but on preserving it thoughtfully and intentionally.

Lifelong Support: Funding & Maintenance Services

An estate plan only works if it stays current and properly funded. Life changes—and your plan should change with it.

Lifelong support services may include: Trust funding assistance and follow-through; Periodic plan reviews; Updates after major life events (marriage, divorce, births, deaths, relocations); Ongoing guidance as laws or personal circumstances change This service is for clients who want an ongoing relationship—not a one-time transaction—so their plan continues to reflect their life, values, and goals over time.

Estate Planning 101

Estate Planning 101 is an educational offering for individuals, families, and organizations who want to understand the basics before making decisions—without pressure or jargon.

Estate Planning 101 webinars will be announced on annual basis (or more frequently upon request) to make this information accessible, practical, and easy to engage with. I am also available to present to groups and organizations, including parent-teacher associations, senior living communities, faith-based or cultural groups, and private clubs or professional associations seeking foundational estate planning education.

This option is ideal if you are early in your planning journey, want to build confidence before taking the next step, or are part of a group interested in thoughtful, accessible education around estate planning.