Thoughtful planning for estates that include more than traditional assets, no matter how big or small.
Does not include
Everything in Simple, plus:
Designate a trusted person to manage your financial affairs if you become incapacitated — bills, investments, royalties.
Appoint someone you trust to make medical decisions on your behalf if you're unable to communicate your wishes.
Also known as a living will — outlines your preferences for end-of-life care and medical treatment.
Authorize designated individuals to access your medical information and communicate with healthcare providers.
Document your wishes for funeral arrangements, burial or cremation, and memorial services.
A flexible tool that lets your assets pass to beneficiaries without probate — faster, more private distribution.
Your intellectual property and creative works require special consideration in estate planning.
Ongoing royalties, licensing agreements, and residuals need clear succession plans.
Business succession planning ensures your creative enterprise continues smoothly.
Protect your artistic legacy and ensure your work is managed according to your vision.
Minimize estate and gift taxes to preserve more for your beneficiaries.
All portfolios are available for single individuals and couples.
All three portfolios start from the same core set of documents, per person. The portfolios differ only in the planning built on top.
Direct distribution to the people you choose. No trusts, no tax planning — the foundation, done right.
The core document set, with:
For leaving assets to beneficiaries in trust until specified ages or milestones.
Everything in the core set, plus:
Avoids probate, provides superior incapacity planning, and minimizes estate taxes.
Everything in Complete, plus:
Not ready for a full portfolio? Start with a focused set of documents.
The must-haves for a first plan.
Incapacity and healthcare decisions, covered.
Regardless of the plan, each Will includes special needs trusts for any beneficiary who is on Medicaid or other benefits at the time of inheritance (to prevent disqualification due to an inheritance), as well as pet planning if you have pets.
All Wills have guardianship provisions stating who will care for minor children if both parents are no longer living — critically important, because without it the Court decides who has custody, and it may not be your first choice.
An accomplished and highly-trusted estate planning attorney in Seattle with a decade of experience working with creatives, founders, and their families. Rachel brings a unique perspective to estate planning — understanding the distinct needs of artists, entrepreneurs, and mission-driven individuals.
Learn more about RachelStart with a free 60-minute consultation. We'll discuss your unique situation and the best path forward.
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