No one wants to think about estate planning for obvious reasons. But I tell my clients: think about it now, for a few weeks, so you don’t have to think about it much again, and can have peace of mind. This page provides documents and resources that I hope will answer some of your questions about estate planning and the documents and information that make up your estate plan.
Below are a few documents that I rely upon when I make presentations to groups about estate planning. I hope you find them helpful. If you are interested in having me speak to your group or organization about estate planning (for approximately 45 minutes to one hour), I would be happy to do so, at no charge. Please contact me.
- Estate Planning Documents: Frequently Asked Questions
- Estate Planning: Summary of the Process and the Initial Questionnaire
- Estate Planning Presentation Outline
In addition to my documents provided above, the Connecticut Probate Court has published several helpful guides, which I have listed below. You can also visit the court’s website for more resources and information.
Below is a list of the estate planning services I offer and my fees. If you would like to speak with me to learn more about me, my experience, and my services and fees, please contact me.