Wills & Trusts
Create wills and trusts that protect your loved ones, preserve your wishes, and give you confidence about the future.
Wills
Create a legally valid will that clearly expresses your wishes and provides for the people you care about.
Trust Administration
Assistance for trustees carrying out their responsibilities, managing assets, and distributing property according to the trust.
Revocable Living Trusts
A flexible trust can help avoid probate, simplify administration, and provide continuity if you
become incapacitated.
Health Care Directives
Document your healthcare wishes and appoint someone to make medical decisions on your behalf if needed.
Powers of Attorney
Designate someone you trust to handle financial and legal matters if you're unable to act for yourself.
Estate Plan Reviews
Review and update existing wills, trusts, and related documents as your family, finances, and goals change.
Beneficiary Planning
Coordinate beneficiary designations with your estate plan so assets pass according to your wishes.
Special Planning
Planning for blended families, minor children, special needs beneficiaries, charitable giving, business owners, and other unique circumstances.
Planning Built Around Your Life
Creating a will or trust is about more than preparing documents. It is about deciding who will act for you, how your property will be handled, and how the people you care about will be protected.
Margery helps clients understand which planning tools fit their circumstances, from straightforward wills and advance directives to trusts and more complex family or property planning. The goal is a plan you understand and can rely on.
What to Expect
Listen
Tell us about your family, your goals, and what you want your estate plan to accomplish. We'll listen first.
Strategize
We'll recommend wills, trusts, and other planning tools that fit your circumstances—not a one-size-fits-all solution.
Protect
Once everything is signed, you'll leave knowing your wishes are documented and the people you love are better protected.
Put the Right Plan in Place.
Whether you need a will, trust, powers of attorney, health care directives, or an update to an existing plan, start with a conversation about what you want your plan to accomplish.