Estate Planning

Living Trust | Pour-Over Will | Durable Power of Attorney | Advance Health Care Directive | Facilitated Family Meeting

Mediation/Family Counseling Services

Kelly Rose Mason is a trained mediator in the field of trust and estate disputes. Conflict around an inheritance dispute or a will contests can often benefit from mediation rather than litigation. 

Trust Administration / Probate Services

When a loved one has passed away, we are here to help guide the executors/trustees through the process of settling the estate.

Family Meeting Facilitation Services

Speaking to loved ones about your wishes can be a challenging and uncomfortable process. Kelly Rose Mason uses her mediation skills to facilitate these conversations between family members.

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Our Services

At most estate planning law firms, the relationship ends when you sign your documents.  Our office sees the signing of your estate planning documents as the beginning of our relationship with your family.

Over time, your assets will change; your family may change; we know for sure that the law will change.   Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most.  If your plan is not properly updated over time, your documents become worthless… worth no more than the paper they were printed on.  And the costs of failing to update are typically far greater than keeping your plan current.

With each of our estate plans we include a no-charge three-year review to ensure that as our clients’ lives change, so does their estate plan. This ensures that all our clients’ assets are held properly for maximum protection. We also include in our planning process a creative way for our clients to pass on more than just their financial assets, but also their human assets—who they are and what is important to them.

All of our estate planning fees are fixed fees agreed to in advance, so there are no surprises. At our initial meeting, you will choose the level of planning and fee that works best for your family.