Estate Planning

An estate plan is a written expression of how you want your assets to be owned, managed and preserved during your lifetime and how you want them disposed of upon your death.  It is important that you develop a plan which ensures that the assets you have worked so hard to accumulate during your life are protected at your death and distributed as you choose.  We also understand the importance of estate planning for domestic partners and have the knowledge and experience necessary to address those needs.

Topics to address when considering your estate plan include:

  • How to treat children fairly
  • How to lessen the pain of taxes
  • How to keep assets out of the wrong hands
  • How to transfer value, not just money
  • Choosing the right people to handle your assets – upon your incapacity or a disability, and at your death
  • Considering how your assets should be managed

Our estate planning services include:

  • Wills
  • Testamentary Trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Lifetime Appointment of Guardian
  • General Powers of Attorney
  • Medical Powers of Attorney
  • Living Wills
  • Charitable Planning
  • Planning for Persons with Disabilities or Special Needs
  • Life Insurance Planning and Life Insurance Trusts
We can also review any existing estate planning documents you have.

Getting Started


At Woodbury Law Office, our most important asset is trust. We seek to earn clients’ trust through the integrity and professionalism of our legal service.

We offer a FREE, no obligation first meeting and can travel to you if more convenient. Your other professional advisors are welcome to join us.