GETTING STARTED IS EASY
How to get started today
Getting started can all be handled online via our client portal.
(I know how hectic life can be, so we can handle as much as you like over Zoom or in person at our office.)
Watch our pre-recorded webinar
If you are ready to learn more right now – you can. Watch our pre-recorded webinar.
Book a Peace of Mind Planning Session
If you know you are ready to get your estate plan in place, book a one on one PMPS Session with Nicole.
Benefits of the Planning Meeting
Get started with the first step toward peace of mind today!
Confidence
Gain peace of mind about the future by discovering whether a will or trust estate plan suits your needs best. Our top priority is to educate you on these options in clear, understandable terms, free from legal jargon.
Knowledge
Gain clarity on essential aspects of estate planning such as wills and trusts, the probate process, and the advantages and considerations of various estate planning options tailored to your circumstances.
Reflection
Gain clarity on essential aspects of estate planning such as wills and trusts, the probate process, and the advantages and considerations of various estate planning options tailored to your circumstances.
Connection
Consult with an attorney who prioritizes your best interests and possesses expertise in handling estate planning, wills, trusts, and business succession planning rather than relying on impersonal online legal form generators.
Why Should You Hire Will and Trust Planning?
Preparing for the future, whether it's planning for end-of-life matters or potential incapacity, can be daunting. However, with the support of a dedicated and experienced estate planning attorney, this process can be streamlined and stress-free. At Will and Trust Planning, we specialize in crafting personalized estate plans tailored to your unique circumstances, ensuring comprehensive protection for you and your loved ones.
Skilled Estate Planning In Vermont
Experience is integral to building a successful Estate Planning practice. At Will and Trust Planning, Vermont residents find the knowledgeable legal counsel and representation they need in an Estate Planning attorney.
We understand Probate, Wills, Trusts, and Estate Planning law. With outstanding legal expertise, pragmatic solutions, and a commitment to professional integrity, Will and Trust Planning is dedicated to achieving optimal outcomes in the following areas of practice:
For more than 28 years, Attorney Nicole McPhee has assisted clients in preparing for end-of-life scenarios and potential incapacity, safeguarding themselves, their assets, and their loved ones. You don't have to face these intricate legal issues alone. At Will and Trust Planning, we simplify estate planning, making it straightforward and stress-free. Contact Will and Trust Planning today to schedule a peace-of-mind planning session.
Contact Will And Trust Planning For A Peace Of Mind Planning Session Now
Will-Based Estate Planning
Will-based estate planning is based on a crucial legal document designed to provide clear directives to the probate court and your loved ones regarding the administration of your estate upon your passing. This document, known as a Will, outlines who will oversee your estate and appoints guardians for your minor children. A Will-based plan encompasses a comprehensive suite of related documents to safeguard your family's well-being in the event of your incapacity.
Trust-Based Estate Planning
Trust-based estate planning revolves around establishing a legal entity crafted to hold, oversee, and distribute assets to designated beneficiaries according to your wishes. The cornerstone of this strategy is a revocable living trust administered by you as the trustmaker during your lifetime and by a successor Trustee after your passing. Additionally, tailored trusts can be created to fulfill specific planning goals.
Business, Estate Tax & Charitable Giving Consulting
Guidance on business strategies and tax planning essential for business succession and charitable donations. Entrepreneurs receive support with entity formation, operational strategies, and compliance.
Download a free copy of
8 Estate Planning Must-Haves for Families
OR
Aging and Estate Planning:
What You Need to Know
