Trusts, wills, powers of attorney, and healthcare directives, drafted in plain language, designed to keep your family out of court and in step with your wishes.
You have minor children and no plan for who would raise them.
You own a home, a business, or multiple pieces of property.
Your existing will or trust is more than five years old.
You've remarried, divorced, or had a child since your last plan.
A family member has special needs that require lifelong care.
You want clarity now so your family doesn't have to guess later.
These documents form the complete estate plan that we tailor to fit each individual client's needs.
Wills and trusts solve different problems, and a complete plan often uses both. The right balance for your family depends on details we'll walk through together.
Directs how your possessions are distributed and who fills key roles after you're gone.
Holds and manages your assets during life and after, without court involvement.
Not sure which mix you need? That's what the first meeting is for — we'll figure it out together.
We thought we were here for paperwork. We left realizing we'd never actually told our kids what we wanted. Lotus made room for that conversation.
Schedule a consultation. No pressure.
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