Your Starting Point
A basic estate plan is the foundation that every adult needs. It’s simpler than you think, more affordable than you expect, and it protects the people you love most.
What’s included in a basic estate plan
Last Will and Testament
Says who gets what, and who you want to serve as guardian for your children.
Durable Power of Attorney
Names someone you trust to manage your finances if you're unable to.
Healthcare Power of Attorney
Names someone to make medical decisions on your behalf if you can't speak for yourself.
Advance Healthcare Directive / Living Will
Documents your medical wishes, like whether you want life support, so your family doesn't have to guess.
Beneficiary Designation Review
Makes sure your bank accounts, retirement funds, and insurance policies actually go to the people you intend.
Document Organization Guide
Sandra helps you organize everything in one place so your family can find what they need when it matters.
Who is a basic estate plan for?
First-time planners
You've never done any estate planning and you're not sure where to start. This is your starting point, simple, clear, and complete.
Young parents
You just had a baby and realized you need to name a guardian. A basic plan covers that, plus powers of attorney and a will. Done in weeks.
Renters & non-homeowners
You don't own a home, so you might not need a trust. But you absolutely need a will, healthcare directive, and powers of attorney. This plan covers all of it.
Common questions
Most families complete their basic estate plan within two to four weeks. Sandra keeps the process simple and moves at your pace, with no rushing and no unnecessary delays.
Yes, your documents should be drafted by a qualified attorney to ensure they're legally valid. Sandra helps you understand your options first, so when you meet with an attorney you're informed and prepared. She can connect you with trusted legal professionals in your area.
Life changes, and your plan should change with it. Sandra recommends reviewing your plan every few years or after any major life event like a marriage, divorce, new baby, or significant change in finances.
For many families, a basic estate plan is all they need. But if you own a home, want to avoid probate, or need more control over how your assets are distributed, a trust might make sense. Sandra will give you an honest recommendation based on your specific situation.
Ready to get started?
Your free consultation takes about 15 minutes. Sandra will listen, answer your questions, and help you understand exactly what you need.
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