Protect Your Loved Ones and Legacy with Quality Legal Guidance
Located in West Hartford with statewide reach.
We make estate planning simple and accessible. We Provide Convenient, Caring Estate Planning and Administration for Families throughout Connecticut.
Why Choose Us
Quality Legal Support
Whether it’s creating your will, establishing a trust, administering an estate, or guiding you through probate, we’re here to walk with you through any of these legal matters that can be complicated and confusing.
Convenient and Flexible
Meet us in West Hartford, our other locations across Connecticut, in your own home, or virtually—whichever works best for you and your schedule.
Transparent, Flat‑Fee Pricing
You’ll know your cost upfront—no surprises, just peace of mind.
Meet with us to review your circumstances and then you get to choose the package and cost that's the right fit for you.
Caring, Approachable Experience
You’ll feel heard. We take time to understand your needs so we can build the right plan for your life and family.
Our Services
We offer a full suite of services to protect your legacy and simplify legal processes for you and your loved ones:
Estate Planning
Wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, digital asset authorizations—crafted clearly and carefully.
Trust Administration & Probate Assistance
Administer trusts or navigate probate with clarity and compassion—removing stress during difficult times.
Probate Court Representation
When court is necessary, our firm offers experienced advocacy to guide your family through it.
How It Works
1
Schedule a Free Intro Call
Book easily online to talk through your goals and questions.
2
Discuss Your Goals
Whether you're planning ahead or navigating an estate, we’ll listen and advise based on your family’s unique story.
3
Choose Your Plan Design and Cost
You get to choose the level of planning and the components of your estate plan you want to include based on what’s the best fit for you. You get to choose the cost too based on our up-front flat fee estimate. No bills for each five minute phone call like many other lawyers.
4
Finalize Your Plan
We guide you through the process to review the components of your plan, cover any questions you have and any changes you want to make. When everything is set the way you want it, we’ll finalize everything with you so you have peace of mind and then remain available for questions in the future.
FAQ
What happens if I do nothing?
Without an estate plan, Connecticut intestacy laws decide who gets your assets—and it might not reflect your wishes.
What is probate?
Probate is the court-supervised process of administering your estate upon your death. If you die without a will, your estate must go through probate before all your money can be distributed to your heirs. And if you die WITH a will…your estate still has to go through probate! The only way to avoid probate is with a revocable living trust.
What’s so bad about probate? Even a simple probate can take years to complete and eats up as much as 5-7% of the estate assets in the meantime. It’s also a public proceeding that makes your will available to anybody who wants to look at it.
Although a will is subject to the probate process, a living trust is designed to bypass it completely.
What is a power of Attorney?
A power of attorney lets you appoint someone to manage your property in the event of your incapacity. You will name someone you trust implicitly as your “agent”. They will step into your shoes and pay your bills, file your taxes, manage your business, etc. if you cannot.
We include a power of attorney for both spouses in every estate plan we create.
What is our general process?
We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in 6-8 weeks:
* The first step is to attend your Peace of Mind Planning Session. You’ll fill out a secure online questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. At this Zoom session, you’ll learn all about your options and our flat fees. When you are ready to move forward, we’ll email you an engagement letter and invoice, both of which can be executed online.
* Next is your Estate Plan Design Meeting. We’ll roll up our sleeves and design your trust and other estate planning documents, working off the information you provided in your Family Profile. After this session, I’ll draft your documents, and send a copy for your review about two weeks later. We’ll then make any changes or updates you’d like to make. When everything is good to go, we’ll coordinate an in-person Signing Ceremony.
*Your Signing Ceremony is where you’ll sign your documents with the proper legal formalities, in front of two witnesses and a notary. We can have this session at our office or your home. Following execution of the documents, we are available for free, unlimited lifetime consultations regarding your estate plan.
What is a health care Proxy?
A health care proxy allows you to appoint someone you trust to manage your medical decisions should you be unable to do so. A living will (not to be confused with a living trust or last will and testament) allows you to make certain medical decisions regarding end-of-life decisions, ahead of time.
We include a health care proxy and living will for both spouses in every estate plan we create.