Do you have kids over 18 years old? While estate planning is probably one of the last things your teenage...
Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved one’s out of court and out of conflict when something happens to you (or them). We specialize in creating wills and trusts to achieve your goals. Our planning focuses on developing a plan that protects your children, plans for your life in case you become incapacitated, and planning for when you are no longer here for your loved ones.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a Life & Legacy Planning Session.
Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated and informed. It’s called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well.
I would love to send you an e-copy of this book for free, as my gift to you for considering working with me. Simply click here and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families
The COVID -19 pandemic is causing us to consider a lot of things that we may not have before, even...
When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of...
What our Clients say
I can sleep much easier now that Sotera did our family trust and wills. Sotera, thank you so much for all the work you put into protecting our humble estate and safe for my daughters and grandchildren. You are the best and I highly recommend her services. – Michael
Getting your estate plan in place will give you a significant amount of peace of mind. We cannot control some things in our life, but we can control this and it is critically important to get it done. I highly recommend Sotera. She has been truly wonderful throughout. – Christina
Thank you for helping us throughout this process. Thank you for being so patient with us. You made us think about some things we wouldn’t have thought about at such a young age. It’s been a great experience and thank you for being there for us and making us answer the hard questions and being so organized. We really enjoyed working with you, Sotera. – Faye & David
Will Your kids be taken into custody if something happens to you?
You love your kids and work hard to keep them safe. They are your heart and you worry about them all the time. Do you ever wonder about what would happen to them if something happened to you? What you think would happen is unlikely to happen unless you do it legally. At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. Our website makes it easy for you. You can name guardians for your kids for $7.00 – the price of a McDonald’s Happy Meal. Once you name guardians for your kids, you will rest easy at night knowing for sure… what would happen to your kids if something were to happen to you.