Estate Planning
Planning for your legacy and the ones you love
Safeguard your family’s future
with Memento Law's Estate Planning services.
Our process begins with a Family Wealth Planning Session, offering a profound sense of organization and clarity. We understand that contemplating the unforeseen is daunting, and our goal is to ensure you feel in control and secure about the future.
The Process
Planning Session
An interactive, deep-dive consultation that allows us to design a customized estate plan for you and your family.
Document signing
The planning is done! Now you sign your prepared legal documents and bring your personalized estate plan to life!
legacy interview
We help you record your life lessons, experiences, and values. ensuring a conscious transfer of wisdom to future generations, creating a lasting legacy beyond financial wealth.
What You Get
Personalized Family Wealth Planning Session
Begin with a comprehensive Family Wealth Planning Session to organize your affairs and address your individual needs and values.
Tailored Planning Options
We recognize that estate planning is not one size fits all. Choose from three levels of planning designed to suit varying needs, from starter plans for young families to robust plans addressing asset protection and preservation.
Expert Guidance at Every Life Stage
Our inclusive approach caters to all families in various life stages, including traditional families, unmarried couples, blended families, families with special needs, high net worth families, family business owners, and those navigating probate administration or trust administration.
Annual Membership Programs
Opt for our annual membership programs for ongoing support. Whether you participate or not, we keep you informed about changes in the law and issues affecting your life.
Consultations are complimentary
Let’s make a plan