Services
Contracts and ancillary.
Not everything a family needs fits neatly into a trust or a will. The agreements and one-off documents that hold a plan together — written down properly, in plain language, so they actually hold up.
Estate planning rarely stops at trusts and wills. Families come to us with arrangements that need to be put in writing: a loan between a parent and a child, an understanding about who keeps the cabin, the terms of a jointly owned property, or a private agreement that makes a larger plan work the way everyone intends.
We draft these as clear, enforceable documents — private contracts, property agreements, and the ancillary instruments that close the gaps a standard plan leaves open. Because we already hold the rest of your plan, each one is written to fit the whole rather than contradict it.
If you are not sure whether something needs its own document, that is exactly the kind of question to bring to a first conversation — we will tell you plainly whether it does, and what the work would involve.
Where to start
Every engagement starts with a conversation about what you actually need. Bring your questions — we’ll tell you plainly what the work would involve.