Estate Planning

Estate plans typically include a revocable living trust, last will and testament, financial power of attorney and advanced health care directive. During your meeting, Mindy will help you determine which documents are necessary for your specific situation.

The process is simple and convenient. You’ll schedule a virtual meeting with Mindy at a time that works for you (and your spouse, if applicable). In about an hour, she’ll guide you through her secure online platform, which asks questions tailored to your personal and financial circumstances.
Once your customized documents are ready, Mindy will mail hard copies for you to sign with a notary and witnesses. After that, she’ll walk you through the final—and most important—step: transferring your assets into the trust to make it legally effective.

Traditional attorneys often charge $4,000 to $5,000 or more for a basic estate plan—and that’s before they start billing by the hour for every question you ask.

Mindy offers a more affordable, flat-fee service that includes ongoing support. Pricing depends on your specific needs, so schedule a free consultation to get a personalized quote.

Great! But if it’s been a while—or if your life circumstances have changed (like a move or a change in beneficiaries)—your documents may be outdated or incomplete.

Also, keep in mind: a will alone does not avoid probate. Only assets held in a trust avoid court involvement. Mindy can review your existing documents and help you create a new, updated plan that supersedes any prior versions.

A will names your beneficiaries and guardians, but it must go through probate before your wishes are carried out. That means court fees, public records, and long delays.

A trust lets your assets pass privately and directly to your beneficiaries—no probate required. It also allows you to control how and when assets are distributed (especially helpful for young children or special circumstances).

Yes. Estate planning isn’t just for the wealthy. Even modest estates must go through probate if there’s no trust in place—a slow, expensive, and public court process that can burden your loved ones.

A trust allows your assets to pass directly to your beneficiaries without court interference, saving time, money, and stress.

For most families, estate taxes aren’t a concern, thanks to the current exemption of $13.99 million per person (and increasing).

While a trust doesn’t reduce income or estate taxes for most people, it does allow your family to avoid probate—a costly, time-consuming legal process that can delay the transfer of your assets and drain your estate’s value.