Services

02. Estate Planning

Your life. Your legacy. Tailored estate planning for every stage.

Let's Build Something That Lasts.

Estate planning is about more than documents--it's about protecting your family, your values, and your future. We help you build a clear, customized plan that gives you confidence and peace of mind at every stage of life.

Core Estate Planning: Wills - Trusts - Foundational Documents

A strong estate plan begins by safeguarding your family, protecting your assets, and providing certainty during life's most important moments.

Essentials every client needs to protect their family and have their wishes honored

Last Will and Testament.
Revocable Living Trust.
Pour-Over Will.
Guardianship designation for minor children.
Durable Power of Attorney.
Medical Power of Attorney.
Advance Health Care Directive.
HIPPA Authorization.

Advanced Strategies: Asset Protection - Special Trusts - Tax Planning

Advanced estate planning strategies help you protect wealth, reduce taxes, and tailor your estate plan to complex issues, business interests, and unique family needs.

For clients who have unique family or business needs, or with significant assets

Irrevocable Trust.
Asset Protection Trust.
Special Needs Trust.
Spendthrift protection.
Life Insurance Trust (ILIT).
Generation-skipping and estate tax planning.
Charitable trusts and philanthropic planning.
Annual gifting strategies.
Planning for dependent adults.
Business-owner succession and estate planning integration.

Trust and Estate Administration: Probate - Trustee Guidance - Post-Death Support

Trust and estate administration provides, clear, compassionate, step-by-step guidance to help families navigate probate, settle trusts, and manage a loved one's affairs with confidence and care.

Helping families navigate responsibilities after a loved one passes

Probate (informal or formal).
Trust administration.
Small estate affidavits.
Funding and distributing trusts.
Executor and Personal Representative support.
Creditor notices and filings.
Coordination with business, real estate, and financial interests.

Updating and Maintaining Your Estate Plan: Reviews - Amendments - Updates

Life changes...and when it does, your estate plan should too. We help you update and maintain your estate plan so that it stays accurate, effective, and aligned with the major changes in your life.

Helping your estate plan to evolve as life does

Estate plan reviews.
Amendments and restatements.
Will codicils.
Beneficiary updates.
Planning for major life events (marriage, divorce, births and adoptions, business changes).
Ongoing maintenance and evaluations.

15 Years of Uniquely Qualified Experience

Schedule a Free Consultation

At Momentum Legal Services, we know that thoughtful estate planning begins with a genuine conversation. Whether you're creating your first plan, updating existing plans, or facing life events that require unique clarity and direction, we invite you to reach out to us today. Your initial consultation is free, and gives you a chance to ask questions, understand your options, and explore how we can help you protect your family, preserve your assets, and plan with confidence.

Most of our clients are extremely busy and prefer virtual consultations via Zoom, Google Meet, or Teams. However, we're also happy to meet with you in-person.