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Secure Your Estate Plan In 4 Simple Steps
Start By Calling or Taking Our 1-Min Online Questionnaire Above
This allows us to customize your estate planning to your unique situation and ensures that the time spent during your consultation is most effective.
Attend Your Complimentary Consultation
Stephen Wood Esq. will answer all your questions and work with you to design an estate plan that meets your unique needs.
Review Call
On this call you and Stephen will review the drafts of your plan, and make any adjustments as necessary.
Sign Your Estate Plan
Stephen will go over all of your documents with you at the signing and your documents will be notarized.
Our Services
Clarity. Confidence. Integrity.
- Living Trusts and Estate Planning
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Special Needs Trusts
- Trust Administration and Probate
Trust Administration And Probate
When someone dies, whether or not they have a trust, there is work to be done. If there is a trust, we will advise the Trustee on their legal duties and help them through the entire process. If someone dies without a trust, a probate will likely be needed if the estate has real property or is valued at more than $150,000. For smaller estates, there is an easier process to transfer assets to heirs. Regardless of your situation, if a loved one has died, we are here to help.
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