Choose a plan and book an appointment:

Whether you come to my office or meet via video chat from your home, I will walk you through Estate Planning 101 and we will develop a plan that is right for you! My goal is to make the experience so convenient and thorough that you will leave the document signing wondering why you waited this long to complete this crucial financial and family planning.

 
 
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Traditional Estate Plan

You will receive the following for each spouse:

  • Last Will and Testament

  • Durable Power of Attorney

  • Advance Health Care Directive

  • Living Will

  • Financial Statement with Asset Coordination Instructions

  • In Office Planning Meeting

  • In Office Document Execution

  • Warner’s Best Practices Tips and Quick Reference Guide

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Virtual estate plan

You will receive the following for each spouse:

  • Last Will and Testament

  • Durable Power of Attorney

  • Advance Health Care Directive

  • Living Will

  • Financial Statement with Asset Coordination Instructions

  • Zoom Video Conference Planning Meeting with interactive chatting capabilities and weekly after work hours option

  • Option of either In Office Document Execution or Video Instructions for Document Execution

  • Warner’s Best Practices Tips and Quick Reference Guide

 

* Clicking on a button labeled “Select” does not create an attorney-client relationship. You will be taken to a page where you can schedule a time to meet with Warner. You will receive an Engagement Letter after the initial meeting to proceed with the engagement. You will not need to confirm the meeting as it will be added directly to Warner’s calendar! For price ranges, please visit the FAQ page.