It is recommended that you bring any previous Wills, Trusts or other estate planning documents with you to the initial consultation. We do not require the addresses or social security numbers of your Executor/Personal Representative or any beneficiaries; legal names are sufficient. This is because a Last Will and Testament becomes a matter of public record upon your passing and we are committed to protecting your privacy and that of your family and loved ones.

A Will is a legal document prepared and executed during your lifetime to provide instructions for the division of your property, the care of your minor children, the handling of your estate and other important matters after you pass away. For many people, a Will is the most important document they will execute in their lifetime. The significance of a Will depends less on the size of the estate than on the kinds of property left or on the matters to be taken care of upon your passing. Wills become a matter of public record upon death.