Estate Planning

Estate planning should be comfortable, affordable and painless – and that is exactly what we strive to offer! You will find that our estate planning process allows for a convenient approach to an oftentimes uncomfortable topic. First, you can feel free to browse the website for a totally transparent list of services & fees. Then, when you are ready, you can either send a brief message through the Contact form, or give us a call or text at 302-536-1563. We’ll take it from there!

What you can expect

The process will begin with an in-home consultation. On a date and time that is convenient for your family, the attorney will travel to your home to meet with you and discuss your wishes. You can select a time during regular business hours, or evening appointments are available upon request. To prepare for the consultation, we suggest the following:

• Determine how you would like your assets divided upon your death. There are many ways to do this, including liquidating the estate and providing percentage portions to the selected beneficiaries.
• Decide if there are any specific gifts you would like to give to a loved one or charity.
• Think about your healthcare – who would you like to make decisions for you if you are not able? How would you like to be treated if you are terminal?
• Think about your finances – who should be appointed to make decisions for you if you are not able? You may select one person or several, depending upon your unique family dynamics.
• Who would be a good person to administer your estate?
• If you have young children, in whom would you entrust their care in the event the unthinkable happens?
• If you have pets, how would you like each cared for – and by whom?

If there are certain aspects of the above that you are not sure about, that is okay! The purpose of the consultation is to work through your concerns, thoughts and questions – so that we ultimately arrive at a plan that meets your comfort level and gives you peace of mind.

The process

You can expect a 4-6 week turnaround time from the date of your initial contact to the final signing appointment:

• A consultation appointment will be arranged within approximately two weeks of contact
• After the consultation, you will receive draft documents to review within 5-10 business days of the consultation. A deadline for receipt of drafts will be included in the Agreement.
• You may take your time reviewing the drafts. Once the office receives your “Okay,” we will begin preparation of the final versions – which will be ready within 5 business days.
• You are responsible for obtaining two witnesses for the signing appointment. These must be non-relative adults, including a neighbor, friend or co-worker. We will coordinate our schedules and hold a signing appointment as quickly as possible after the final drafts are complete.

Payment & terms

There are a variety of estate planning options to choose from, and I encourage you to take a look at our Prices page to determine what might be best for you. Payment is due at the time of the consultation. Our office does not accept payment plans. Payment may be tendered by check or cash.

How to get started

If you are ready to get started, please complete one of the following steps:

• On the Homepage, click “Contact” and fill out the contact form. Please include your name, your best contact information, and that you would like to schedule an estate planning appointment, or;
• Call 302-536-1563 and leave a detailed message. The office will return your call within two business days, or;
• Send a text message to 302-536-1563. The office will return your text as soon as possible, usually within a few hours, or;
• Send an email to You will receive a reply within two business days.

Select any method that works for you – and we look forward to working with you soon!