How Do We Help You With Estate Planning?
We conduct a Life and Legacy Planning Session, where we spend time together and you’ll get informed. Before your Planning Session, you will complete a Life and Legacy Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan together that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable trust; you transfer your property into this trust for your benefit during your life. One of the benefits of a revocable trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay ofprobate and minimize or eliminate estate taxes.
Can I "DIY" My Estate Plan?

Unfortunately, most plans don't work because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which "plan" is right for you, and fits you into a template. This is not estate planning; it is little more than a “search and replace” of your family’s name and then a hit of the “print” button which spits out form documents.
We Are Professional Estate Planners

Your Personal Family Lawyer® at Dunlap, Bennett & Ludwig will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and t Dunlap, Bennett & Ludwig will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and will keep your loved one’s out of court and out of conflict.
If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. At Dunlap, Bennett & Ludwig, one of our areas of greatest expertise is protecting minor children.