Estate Planning
Estate planning is one of the most thoughtful gifts you can give your family. It provides guidance and protection during difficult moments, ensuring your loved ones are not left guessing about your wishes or navigating court decisions alone.
For you, it brings peace of mind. You can move forward knowing the right people are empowered to act, your children are protected, and your plan reflects what matters most to you.
For you, it brings peace of mind. You can move forward knowing the right people are empowered to act, your children are protected, and your plan reflects what matters most to you.
What Your Plan Can Include
Every family’s situation is different. Your estate plan may address:
- Guardianship planning for minor children
- Distribution of assets through a Will or Trust
- Financial and healthcare Powers of Attorney
- Advance Healthcare Directives
- Beneficiary and asset titling guidance
- Business succession or more advanced estate strategies
We take the time to understand your goals and structure a plan that fits your life today while allowing flexibility for tomorrow.
Visit our Estate Planning FAQ to learn more about common questions and considerations.
Visit our Estate Planning FAQ to learn more about common questions and considerations.
Estate Planning Options
We offer three levels of planning to meet a range of needs:
Bronze Planning
A foundational plan that includes:
- Initial consultation
- Last Will and Testament
- Guidance on beneficiaries and asset titling
Silver Planning
A comprehensive plan that includes:
- Initial consultation
- Last Will and Testament
- Financial and healthcare Powers of Attorney
- Living Will / Advance Healthcare Directive
- Guidance on beneficiaries and asset titling
Gold Planning
Additional structure including:
- Initial consultation
- Last Will and Testament
- Creation of Trust(s)
- Financial and healthcare Powers of Attorney
- Living Will / Advance Healthcare Directive
- Guidance on beneficiaries and asset titling
Additional or specialized planning such as amendments, complex trust structures, or advanced strategies can be discussed based on your specific circumstances.
Alternatively, we can tailor your Estate Plan to include one or any combination of the above documents to meet your current Estate Planning needs.
Alternatively, we can tailor your Estate Plan to include one or any combination of the above documents to meet your current Estate Planning needs.
Ongoing Support
Estate planning is not static. As your family, assets, or goals change, your plan may need to be updated. We remain available to answer questions, review your documents, and make adjustments so your plan continues to serve you well.
If your family experiences a death or incapacity, we also provide guidance through guardianship or probate proceedings with clarity and care.
If your family experiences a death or incapacity, we also provide guidance through guardianship or probate proceedings with clarity and care.
A Practical, Compassionate Approach
At Gale Legal Group, Vermont values guide how we approach estate planning with honesty, clarity, and respect for the families we serve. Our goal is to provide straightforward guidance and a plan that works when it is needed most.
Got questions? We are here to help.
Let’s discuss your real estate and legal needs. We’re here to help you achieve what’s best for you and your family.