Estate Planning with Wills and Trusts

 

We provide comprehensive estate planning services designed to protect your assets, provide for your loved ones, and ensure your wishes are carried out with clarity. From drafting wills and establishing trusts to creating powers of attorney and advanced planning strategies, we tailor every plan to your unique needs. Our goal is to simplify the process, reduce future complications, and give you peace of mind knowing your legacy is secure. At Riverwood Law & Tax, we make estate planning straightforward and approachable. Our process is designed to give you confidence at every step.

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Our Process: ​

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1. No-Cost Consultation: We begin with a complimentary consultation to learn about your goals, family, and financial situation. This is your opportunity to ask questions, share your concerns, and gain a clear understanding of how we can help.

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2. Tailored Planning & Drafting: After identifying your needs, we design a personalized estate plan that may include wills, trusts, powers of attorney, or other planning tools. We carefully draft all documents to reflect your wishes and ensure compliance with current laws.

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3. Review & Revisions: Before anything is finalized, we review the documents with you in detail. We explain the provisions in plain language and make any necessary adjustments to ensure the plan truly represents your intentions.

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4. Execution & Finalization: Once you’re fully comfortable, we assist with the formal signing and execution of your documents in accordance with legal requirements. You leave with a complete, valid estate plan that provides clarity and peace of mind for the future.

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5. Ongoing Support: Estate planning isn’t one-and-done. We remain available to update your plan as your life, family, and financial circumstances change.