Bellevue Estate Planning Attorney
Serving Bellevue and communities across Washington, our firm is committed to meeting the distinct needs of both families and businesses. We recognize that every client’s situation is different, and we focus on providing tailored estate planning solutions that reflect your values and long-term goals. Whether you’re protecting assets, preparing for the future, or managing complex legal issues, our experienced team offers practical, strategic guidance designed to support you at every stage.
Bellevue Office Details
Address: 500 108th Ave NE Unit 1100, Bellevue, WA 98004
Phone: (317) 934-7283
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
When Should You Start Estate Planning?
The best time to start estate planning is now.
Some major life events can be starting points for estate planning, including getting married, having children, growing your career, buying a home, or retiring.
What Documents Should You Include in Your Estate Plan?
For financial documents, we recommend having:
- A revocable trust
- A pour-over will
- A financial power of attorney
On the medical side, we recommend having:
- A HIPAA authorization
- A a healthcare power of attorney
- An end-of-life document
Is an Estate Plan Necessary for Every Married Couple?
A trust-based estate plan is necessary for all married people because we always want to avoid the court system to make things as easy as possible. We need a seamless transfer of power and a seamless transfer of assets when someone becomes incapacitated or dies.
Meet Our Bellevue Estate Planning Team
Serving clients in Bellevue, WA and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
