Individuals
Adults of any age preparing for the transfer of their assets, values, and intentions.
Protecting what you've built. Preparing for what comes next.
The most effective estate plan is one created while there is time.
Estate planning is not a document. It is a process — a series of decisions made deliberately, in the right order, with the people you trust.
We help individuals and families create thoughtful plans for their assets, businesses, loved ones, and future — while providing guidance as circumstances change. Every plan we design is built to be revised, because life keeps moving.
What we do.
A full range of estate planning and administration services, designed around the specifics of your life.
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01
Wills
Clear, carefully drafted wills that express your intentions and reduce the risk of conflict among the people you love.
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02
Trusts
Revocable, irrevocable, and specialized trusts designed for control, tax efficiency, and the long-term care of beneficiaries.
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03
Estate Planning
Integrated plans that coordinate wills, trusts, beneficiary designations, and business interests into a single strategy.
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04
Probate
Experienced guidance through the probate process — for executors, administrators, and the families they serve.
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05
Estate Administration
Ongoing support for trustees and personal representatives throughout the administration of an estate.
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06
Inheritance Matters
Counsel on the disposition of inherited assets, including property, business interests, and complex holdings.
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07
Powers of Attorney
Durable financial powers of attorney that ensure decisions can be made when they need to be made.
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08
Healthcare Directives
Advance healthcare directives and living wills that give voice to your wishes and relieve your family of guesswork.
“A plan created in calm is a plan that holds in a storm.”
— The Estate Planning Practice at Lawmark Advocates
Who we help.
Families
Multi-generational families coordinating plans across parents, children, and grandchildren.
Business Owners
Founders integrating personal estate plans with the succession of the business they built.
How we work.
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01
Listen
Understand your family, your assets, and the outcomes that matter most.
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02
Design
Coordinate the instruments, structures, and beneficiaries into a single coherent plan.
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03
Execute
Sign, fund, and record — with the details handled so nothing is left to assumption.
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04
Review
Revisit the plan as life changes — every few years, and after every significant transition.
Common questions.
Do I need a will if I already have a trust?
Usually yes. A will often accompanies a trust to handle assets that have not been transferred, to name guardians, and to express intentions that fall outside the trust.
How often should I review my estate plan?
At minimum every three to five years, and after any major life event — marriage, divorce, birth, death, significant change in assets, or a move to a new state.
Can I avoid probate entirely?
Often, yes. With properly funded trusts and coordinated beneficiary designations, many estates can pass outside of probate. We'll help you understand what applies to your situation.
What happens if I die without a will?
Your estate passes according to state intestacy law — which may not reflect your wishes. For most people, the outcome is more expensive, more public, and less aligned with what they intended.
Do you work with out-of-state clients?
Yes. We coordinate with local counsel where necessary, and frequently advise clients who own property or businesses in multiple states.
Related practices
Protecting your legacy begins
long before it is passed on.
The conversation is the first step. Bring your questions — we'll help you find clarity.