Estate Planning

At Charles A. Crocker’s law office, I believe in the importance of having an estate plan. I know how time-consuming managing your estate can be, and I think it is critical to view your entire financial picture to ensure you protect every aspect of your financial health—this is at the core of who I am. I am a qualified in-house estate lawyer. I’ll walk you through everything you need to do, one question at a time. I also work with financial advisors to fulfil a singular goal: to protect your loved ones and everything you have worked for. I can also work with your attorney and other service providers (like your accountant) to achieve your goals. Since your advisory team already understands your financial goals, drafting and updating an estate plan is seamless. Most importantly, my concierge services guide you through the process from start to finish.

Once I’ve identified your estate planning needs, I partner with your advisor and their team to develop the strategy and design around your estate plan. The plan may include a trust, a last will and testament, and financial and healthcare power of attorney where you can decide who administers your assets and healthcare decisions. Avoid future regrets by creating an estate plan to protect and transfer your most important assets. I am standing by to ensure that you create a perfect, customized estate plan to meet your needs. Most people complete everything in about 15 minutes.

Plan your estate with me by your side every step of the way.