Estate Planning

Estate planning means making decisions while you are alive and well about what will happen when you are no longer alive (or no longer well). It also means finding ways to make those decisions legally binding, and making sure those decisions make sense.

The most important thing with estate planning is to make sure it's done right. There are many legal technicalities and traps for the unwary, and people who try to plan without the help of an attorney often make serious errors which can go unrecognized until it's too late. For most folks, what they spend on an estate planning attorney is nothing compared to what they save.

If you're ready to protect your family and gain the peace of mind that comes with having a plan, contact us today. We make it easy.

Our Approach

At Wise Cat, we make it easy. We help you give us the information we need to give you the right plan. We make sure your wishes are carried out on your terms, with your unique situation and wishes in mind.

Maybe you’ve been putting it off. Maybe you thought it would be hard to do, or that you didn't need a plan. Wise Cat Legal is here to help you navigate the process quickly, easily, and thoroughly. You’ll have the peace of mind that comes with knowing you're protecting your family and the confidence of knowing you have the right help from experienced legal counsel.

We also have the flexibility to meet a wide variety of unique needs. We have offered remote services since 2017, we can meet outside of regular business hours (for people who can't miss work), and we can coordinate with your trusted financial advisors and tax professionals.

Your Will, Your Way

A will is an easy way to tell the probate court and your executor who should get your property when you have died. If done right, it is an effective and legally binding way to set the rules for your estate.

However, a good will-based estate plan may never have to bring the will to court. Through joint ownership, beneficiary designations, planned gifting, and transfer on death arrangements, property can pass without the hassle and expense of probate.

At Wise Cat, we look at your individual situation to help you determine the easiest, most cost‐effective way to pass your property according to your wishes.

Trust Your Plan

A trust is much more than a substitute for a will. Trusts can also provide care for family members, ensure the orderly transition of family businesses, and carry out complex long-term goals such as supporting charities and caring for the pets you leave behind.

When you create a trust for estate planning, you can often prevent the delays and expense of court proceedings after you pass away. Just as importantly, you can provide for the sensible management of your property both before and after your death.

Wise Cat is dedicated to helping you achieve all of your goals in ways that are effective, ironclad, and responsive to an unknown future. Let us help you to help them.

Help us learn about your family, property, and goals.

You can provide this information through our secure online form or by completing a paper questionnaire.

Receive and review your preliminary documents.

We'll prepare draft documents for your review and input. Depending on your needs, this could include a will or trust, as well as other documents needed to help ensure your family is protected.

Put your plan into effect.

Once your documents are finalized, Wise Cat works to make signing your documents quick and easy. We will also advise you on how to maintain your plan going forward.