Estate Planning
Make sure your family knows your wishes — and is protected if something happens.
About Estate Planning
Nobody likes thinking about worst-case scenarios. But here's the truth: if you haven't put a plan in place, you're leaving those decisions to a court — and a judge who doesn't know your family. Estate planning is how you make sure the people you love are taken care of, on your terms.
Who needs an estate plan?
If you have children, own a home, have retirement accounts, or simply want a say in who makes decisions for you if you can't — you need an estate plan. It's not just for the wealthy. It's for anyone who wants to protect their family from confusion, conflict, and unnecessary legal expense.
What's included?
Every family's plan looks a little different, but most estate plans in Iowa include some combination of:
- A will — names who inherits your property, who serves as guardian for minor children, and who administers your estate.
- A revocable living trust — holds your assets during your lifetime and passes them to beneficiaries without going through probate, depending on your situation.
- Durable financial power of attorney — authorizes someone you trust to manage your finances if you become incapacitated.
- Healthcare power of attorney — names someone to make medical decisions on your behalf.
- An advance directive (living will) — documents your wishes for end-of-life care.
What to expect when we work together
We start with a free discovery call where I learn about your family and your concerns. From there, we'll sit down — in person or virtually — and walk through your options. I'll explain everything in plain English, answer your questions, and draft documents that reflect your wishes. Once you've reviewed and signed everything, I'll make sure your documents are properly stored and your family knows where to find them.
Estate planning doesn't have to be overwhelming. Most families are surprised by how straightforward it is once they have someone walking them through it.
This page is for general information only and does not constitute legal advice. For guidance on your specific situation, please schedule a consultation.
Frequently Asked Questions
Have a question that isn't here? Contact me — I'd be glad to help you think it through.
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