FAQs
What do you do, exactly?
I guide families through the estate planning and probate process so nothing important gets missed and no one is left guessing. That includes preparing key information, finding the right professionals, attending meetings, translating legal jargon, and making sure your goals don’t get lost in the shuffle.
I don’t practice law, draft legal documents or represent you in court. I do help you understand what you’re signing, what your documents actually do, and how to move forward with confidence.
Are you a lawyer?
Yes, I’m a trained and licensed attorney with more than a decade of experience in trusts, estates, and tax law. I no longer practice law, so I don’t represent clients or draft legal documents. Instead, I act as a strategic partner and legal interpreter for families who want to make smart, informed decisions without getting overwhelmed.
Why would I need you and a practicing attorney?
Most estate planning attorneys are trained to do what they do best: draft documents. But that’s just one piece of the puzzle.
I fill in the gaps, like helping you gather your financial information, identify how your assets will pass, prepare for meetings, ask smart questions you might not think to ask, and follow up to keep things moving.
Think of me as your quarterback. Your attorney writes the playbook. I help you understand it, communicate with the team, and make sure everyone knows the game plan.
Can you help my parents?
Yes. I often work with adult children who are trying to help their parents “get their affairs in order” but don’t know where to start. I guide families through the process in a respectful, low-pressure way, no scare tactics, just clear support and practical tools. If you can show your parents how to sign on to zoom, I can get them to the finish line with their estate plan.
Do I really need an estate plan?
If you (or your parents) have assets titled in an individual name without beneficiaries, like a house, a car, or a bank account, then yes, you likely need a will or trust to make sure those things go where you want them to.
But estate planning isn’t just about what happens after death. It also covers what happens if you’re alive but unable to manage things yourself. That’s why every adult should have both a financial power of attorney and a healthcare power of attorney—so someone you trust can step in and make decisions if needed.
And even if you already have documents in place, it’s just as important to understand them. That’s where I come in.