Estate Planning

We have been completing estate plans for clients for over twenty-seven years.  Whether you need living trusts, wills, and powers of attorney, or complex estate tax reduction strategies, we would be happy to sit down with you and discuss your goals.

In addition to living trusts, wills, and powers of attorney, we also prepare irrevocable asset protection trusts, stand alone retirement plan trusts, health care directives, HIPAA authorizations, as well as a host of other estate planning documents.

Our initial meeting may be held via Zoom and is complimentary and will usually last 45 minutes to one hour. It is an opportunity for us to meet, discuss your goals and figure out if we will be able to work together. Estate planning projects may be completed on a fixed-price basis so that you know the total cost up-front. This enables our clients to feel comfortable with asking questions and participating in meetings without having to be concerned with “running the clock”.

Our workflow process is as follows: 

  • Initial Meeting

  • Design Meeting

  • Plan Creation

  • Review, Signing and Delivery Meeting

  • Follow-up

 

We look forward to working with you and having you and your family experience the Shire +4 difference. Click on the graphic to be taken to Shire +4 page!

 

MOST, IF NOT ALL, OF OUR MEETINGS MAY BE CONDUCTED

VIA ZOOM USING our VideoPlan™ OPTION

We’ve created VideoPlan™ to accommodate those who have difficulty for one reason or another in coming to our offices for the Initial Meeting in the Estate Planning Creation Process.  Through VideoPlan™ we are able to have the opportunity to meet via video and obtain the necessary information to start the process toward creating an estate plan that best meets your needs, goals and objectives.  Call us today or use this link to schedule your VideoPlan™ should it be difficult to meet in person for your complimentary initial meeting, or subsequent meetings, and we will be happy to get you started on your way to peace of mind for you and your family.

If you would like to organize your information prior to meeting with us, please use the appropriate link below to send us your information. Filling out this form is not required. It is only provided to assist those that would like to get started prior to meeting with our office. 

Estate Planning Worksheet - Married

Estate Planning Worksheet - Single

Use this link to schedule a complimentary VideoPlan™ (Zoom) initial meeting with us!

 

ALSO AVAILABLE: OUR PREMIER ESTATE PLANNING PROGRAM

An annual maintenance program with numerous benefits. CLICK HERE TO LEARN MORE

At Shire Law Group, PC® our relationships with our clients and their families are at the core of all we do. That’s why we have developed the Premier Estate Planning Program, a maintenance estate planning program designed with our clients’ best interest in mind. Through this Program, we offer constant accessibility and support which gives us the opportunity to better serve our clients, especially as situations occur which may dictate a need to modify an estate plan.