Wills and Estate Planning

A plan for the future makes today better

It’s time to give yourself more peace of mind.

Available Solutions

Depending on your family circumstances and assets, you may need several, or even all of these solutions to ensure your loved ones are cared for and your wishes are honored.

Simple Will

A legal declaration of your wishes regarding what is to be done with your property after your death.

Pour Over Will

A type of will that provides for all property not accounted for in the will to be added to a trust.

Power of Attorney

Establishes a person you select as an agent to act on your behalf and for your benefit.

Medical Directive

Expresses your intentions about providing, withholding, or withdrawing life-prolonging procedures.

Trust

An agreement in which a person or entity you designate holds property and exercises powers for the benefit of beneficiaries you select.

Gift

A transfer of property to a person or entity you select, where the value of the property is greater than what you receive in return.

Anatomical Gift

A document setting out your intention to donate your body and body parts upon death, or stating that you do not consent to donation.

Memorial Instructions

A document explaining your wishes for how your funeral or memorial service should be conducted and instructions regarding burial or cremation.

How It Works

Although the idea of preparing an estate plan can seem intimidating,
we will take it step by step to ensure you feel informed and comfortable throughout the process.

Initial Consultation

We’ll meet in person to discuss your situation and goals, and options available for you.

Document Preparation

Your customized legal documents will be drafted based on the information you provide.

Finalization and Signing

We’ll meet a final time to go over your documents, answer any questions, and sign the documents.

Book a consultation

About Levi

Principal Attorney

A graduate of The George Washington University Law School, Levi has worked in the non-profit, federal government, and private practice sectors for over 15 years. In each matter he handles, he focuses on dedicating as much time as it takes to truly understand his clients’ needs and goals, as well as the obstacles that might stand in the way. He is committed to finding thoughtful and practical solutions that provide maximum value to those he serves. He is licensed to practice in Virginia and the District of Columbia.

Local Legal Expertise

Serving the Richmond metro area as well as Virginia’s Middle Peninsula and the Northern Neck region.

Personalized Legal Advice

Here to listen to your specific needs and counsel with you, rather than force you into a one-size-fits-all solution.

Book a free consultation

Client Testimonials

The true measure of an attorney’s value is whether clients’ concerns and goals are truly heard, whether they are comfortable with the entire process, and whether they are pleased with the ultimate outcome.

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John Doe Vancouver

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Jessica SmithToronto

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Steve RogersMontreal

Let’s get started

Schedule a consultation to discuss your estate planning needs. We can start building a plan from square one, or review your existing will and other estate plan documents.

Schedule appointment