Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?
What do you really need to keep your family out of court and out of conflict when something happens to you? We’ll look at your family dynamics, and your assets, to ensure you understand what the state’s plan is for you, and then help you create a plan that is the right plan for you, at the right budget, to achieve your desired outcomes for yourself and the people you love
Even if you’ve created a plan already, it may not work when your family needs it. Estate plans, even with the very best documents, fail when they are not well-counseled, not updated and when your assets are not owned in the right way. Your family deserves more.
Estate planning is simply about attending to the inevitable, and bravely facing the end, in service to the best possible legal and financial choices throughout life. Our heart-centered counseling process ensures you make the right choices for yourself, and the people you love.
Hello! I’m Dana Ware, Attorney at Law. My training in estate planning helps me serve you with a client-centered approach that gives you clarity and peace of mind toward a life worth living and a legacy worth leaving.
We’ll look at your family dynamics, inventory your assets (and even possibly help you see you have more than you think you do), and then consider the state’s plan for you and the people you love, based on your unique situation.
By facing death in this way, and getting clear on your legal and financial reality, you are able to make life and death choices with a clarity that may have eluded you in the past.
We don’t just help you choose between a will or trust (though we do that too), but we also empower you to take control of your life, clarify your aspirations, and leave a lasting impact that aligns with your values and goals.
Most importantly, you will have the assurance of knowing your loved ones won’t be left with a mess, and that they will be able to make aligned decisions for you, when needed.
I’m here to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I will guide you now, and then be there for your loved ones when you can’t be, supporting them during a time that could be the most impactful of their lives. In short, my sole focus is to help families stay out of court and conflict in the event of the death or disability of a loved one, and create lives worth living and legacies worth leaving.
As your trusted advisor, I’d love to start helping you plan for the people you love and everything else you care about today.
I look forward to meeting you!
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