We offer a free estate planning meeting to discuss what documents you need (it's based on marital status, estate value, real estate, etc.) and give you a flat fee quote. Every estate is different, but our packages are standard.

It comes down to "probate." A Will designates who gets your belongings, but on its own it is still likely subject to probate. When you set up a Trust and a Will together, you can skip over the probate process entirely. This can protect you more from additional costs and drama than a Will does on its own.

At its simplest, probate is a Court giving someone permission to disburse assets and pay debts that belonged to a deceased person. Washington state is not the "worst" probate state, but it can still be time consuming and costly. The right  estate plan can help your family avoid this process entirely–or at least make it much simpler.

Not always. Our probate attorney, Jeremy Wallace, can sit down with you in a free Executor Guidance Meeting to discuss your options.

By putting together a Revocable Living Trust. When you set up a Trust and a Will (called a “Pour Over Will”) together, you skip over the probate process entirely.

You can do documents on your own however the courts still hold you to the same standard as if an attorney did them. So even if one line item is incorrect you still run the risks of paying probate fees, estate tax, or documents just not being legally valid.

We use Zoom, so you don't have to download anything to your phone or computer. Once you set your appointment, you’ll receive a text and email with a Zoom link to click on. At your appointment time, it will open a web page with the video call where you can speak with our team. You can join the call from your phone, tablet, or laptop.

Yes! If you’re local to Wenatchee, Washington, or want to take a road trip, we would love to meet with you in person. We also offer all our services via zoom + virtual notary.