Estate Planning

Book Online

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.

Traditional estate plan

Traditional estate plan

You will receive the following for each spouse:

  • Check iconLast Will and Testament
  • Check iconDurable Power of Attorney
  • Check iconAdvance Health Care Directive
  • Check iconLiving Will
  • Check iconFinancial Statement with Asset Coordination Instructions
  • Check iconWarner’s Best Practices Tips and Quick Reference Guide
  • Check iconIn Office Planning Meeting
  • Check iconIn Office Document Execution
SELECT
Virtual estate plan

Virtual estate plan

You will receive the following for each spouse:

  • Check iconLast Will and Testament
  • Check iconDurable Power of Attorney
  • Check iconAdvance Health Care Directive
  • Check iconLiving Will
  • Check iconFinancial Statement with Asset Coordination Instructions
  • Check iconWarner’s Best Practices Tips and Quick Reference Guide
  • Check iconZoom Video Conference Planning Meeting with interactive chatting capabilities and weekly after work hours option
  • Check iconOption of either In Office Document Execution or Video Instructions for Document Execution
SELECT

* 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.