Practice Areas

Core Services

Estate Planning and Administration

Every plan is tailored to your goals, family circumstances, and the level of guidance you prefer.

Wills

Drafting clear, legally sound wills that reflect your wishes and help your loved ones avoid confusion.


Trusts

Creating revocable and irrevocable trusts to manage assets, protect beneficiaries, and support long-term planning goals.


Probate & Estate Administration

Guidance through probate and estate administration, including filings, notices, and distribution to beneficiaries.


Powers of Attorney & Advance Directives

Preparing durable powers of attorney and healthcare directives so decisions are handled by people you trust.

Attorney discussing planning options with clients at a table

What You Can Expect


A clear, confidential conversation focused on your goals and priorities.

Plain-language explanations of options, timelines, and next steps.

Documents prepared with care and coordinated to work together.

Additional Focus Areas

Planning for Life Changes

If your circumstances are changing, we can help you update your plan so it continues to reflect your wishes.

Legal documents and pen on a desk

Legacy Planning

Align your estate plan with your values and long-term goals, including charitable giving and family support.

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Agreement document on a desk

Asset Protection Strategies

Structure ownership and beneficiary designations to reduce risk and support responsible stewardship.

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Advisor meeting with a couple to discuss future planning

Plan Reviews & Updates

Review existing wills, trusts, and directives after major life events or changes in Vermont law.

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