Estate Planning

The “real” purpose of estate planning is to show love and respect for the people you care about.  We listen to our clients’ needs and circumstances, and draft legally solid documents including:

  • Wills
  • Testamentary Trusts in Wills for children and dependents
  • Naming Guardians in Wills in the event of both parents’ death
  • Trusts designed to minimize or eliminate state and federal estate tax
  • General Durable Powers of Attorney for financial matters
  • Durable Powers of Attorney for Health Care Decisions
  • Health Care Directives (“Living Wills”)
  • Community Property Agreements
  • Mental Health Advance Directive
  • Memorial Instructions

Having a Will

I strongly believe that every adult should have a Will.  That’s why I do pro bono work drafting Wills through the King County Bar Association.  Although the clients served through this program have few assets, giving them a Will helps assure that, when death comes, they can choose who will administer their estate and how their assets will be distributed.

The decisions involved in finalizing a Will are a very healthy process for people to undergo.  Everyone’s situation is unique. For example, when I was a junior tennis player, I received financial assistance through a tennis foundation in order to afford to travel throughout the Intermountain region and play tennis tournaments at a competitive level. That assistance eventually enabled me to earn an athletic scholarship to help attend college.  Now, I think it’s important to give a portion of my estate back to a similar charitable program - to give other kids a chance to play and compete!

What’s your unique life story?  How does that influence your estate planning goals now?  By creating a Will, you can turn those goals into a reality.

Seattle is unique in terms of demographics!  Like many residents of Seattle, I am single.  I love working with other single people in developing their Wills and estate plans.  Our Seattle practice also enjoys working with gay and lesbian couples and unmarried heterosexual couples.  We recognize the unique challenges these relationships can pose in estate planning.  We also focus on making sure that people take care of their pets as part of this process.  Pets are part of your family too!

Getting Started

Here is our Estate Planning Information form to fill out and return to our office.  Married Couples – Please complete two forms.

If you have pets, please complete our Pet Information Form to give to people who will care for your pets in the event of your death or illness.

Articles & Additional Resources

Stacey both writes and speaks on Estate Planning. If you’d like to learn more you can check out the Publications and Presentations and Radio pages.