Simple Wills to Complex Trusts
Legal Documents Exactly Right for You
Legal planning can be confusing and even overwhelming, but we take time to help you understand the issues involved. We will work with you to consider what level of estate planning you need or if any current documents you may have are out of date. We partner with you to protect your family’s future and to preserve all that you have worked for.
Before meeting, we'll ask you to do some ‘homework’ which will help you understand what you own and help us to advise you on planning options.
At your first appointment will spend some time together reviewing this document. You'll learn about our process and we will both decide if it makes sense to work together to design an estate plan that will best suit the needs of your family.
Custom Estate Plan
The foundation of your estate plan will often include a revocable living trust, which when done properly and maintained over time, should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.
At Culpepper Law, we do not offer a "one size fits all" estate plan. We form a working relationship with our clients. We educate you, take the time to get to know you and your family. We will discuss your concerns, your goals, and will gladly and patiently answer all of your questions. Our goal is to create an estate plan that is exactly right for you.