First Step Planning is an effective starting point to ensure that your fundamental estate planning needs are addressed.

As part of the First Step Planning process, we will help to identify any additional estate planning issues and conduct a review of your insurance, investment, disability, and retirement plans. If needed, we will guide you to appropriate professionals for further assistance.

Last Will & Testament

Everyone needs a Will. Regardless of age, regardless of assets

Indicates how your personal effects and other probate assets are to be distributed at death:

  • Designates an executor or personal representative to carry out your wishes
  • Designates a guardian for any children who are under the age of majority at your death
  • Prevents mismanagement of an inheritance by establishing a trust for younger beneficiaries with distributions of principal at various ages and additional distributions as needed for health, education, maintenance, and support

General Durable Power of Attorney

We help you address what "incapacity" means

Appoints an individual to handle your financial affairs if you become disabled/incapacitated.

Designation of Health Care Surrogate

When you can't speak for yourself

Appoints an individual to make your healthcare decisions if you become disabled or otherwise incapacitated.

HIPAA Authorization

Our experience is all you need

Authorizes release of information by your healthcare providers in accordance with the Health Insurance Portability and Accountability Act.

Living Will Declaration

Clear medical care instructions

Instructs your physicians with regard to life-prolonging measures and medical treatment when you are in an irreversible state and death is imminent.

Getting started with First Step Planning is easy


Everyone needs to have an estate plan that clearly defines your intentions.

We are here to help you through the process.