We are a full-service law firm providing estate planning, probate, and trust administration services to individuals and families. Formed in 2014 by Kimberley Spears and Amy Shelf, who merged their two successful solo practices into this new partnership, we are known for our high-caliber legal work and for our clear, compassionate approach. We help our clients address death and incapacity in a way that is family-wise and panic-free.
Virtual Estate Planning
These are scary times, and many people are worried about the estate planning that they haven’t done. We are providing our comprehensive estate planning services remotely while we are all sheltering in place, so if you’d like to begin—or finish—your estate plan, please contact us. We can assist you with that work.
For those who don’t have an estate plan in place, and who are not ready to undertake comprehensive planning at this time, we are offering Virtual Panic-Free Planning Private Workshops. These are an adaptation of our regular Panic-Free Planning Workshops, with telephone support and a social-distancing signing protocol.
The Workshops utilize publicly available forms and may not serve all of your estate planning goals, but they will give you the ability to quickly secure some basic protections:
- naming guardians for minor children,
- naming agents for medical and financial decisions in the event of incapacity, and
- naming executors to carry out the administration of your estate if you pass away.
Please click here for more information and to schedule an appointment.
Note: If you have estate planning documents in place already that you want to amend, the Workshops may not be appropriate. Please email us if you have questions about whether these documents are right for you, or if you have any questions about your own estate planning.