Refreshingly uncomplicated modern estate and legacy planning.
Comprehensive Estate Planning
Wills
Fundamental to every estate plan. Wills direct the distribution of probated assets and let you designate guardians for your minor children.
Plan now for your family’s peace of mind later.
Living Trusts
Flexible vehicles that avoid probate, ensure seamless transition in managing your affairs, and allow you to create guardrails for beneficiary distributions.
Advance Health Care Directives
Memorialize your healthcare wishes and identify who should carry them out.
Irrevocable Trusts & Asset Protection
Advanced planning solutions to optimize tax benefits, protect assets from creditors, control distributions, and make sure your legacy is safeguarded.
Powers of Attorney
Designate who will manage your financial and legal affairs when you cannot.
Protect your legacy with expert estate planning
What happens to your family if something happens to you?
*Who will take care of your children?
*Who will make your medical choices?
*Who will handle your affairs, finances, and property?
I’ve yet to meet someone who likes thinking about these questions, but without a plan, your family will have to rely on the state's default estate plan.
You know what's best for your family, and you deserve to have your preferences respected. Estate planning means making a plan now to safeguard your choices and protect the people who matter most.
Estate Planning Solutions for Busy Professionals & Families
Wills, Trusts & comprehensive Estate Plans to secure your legacy
Attorney Elizabeth Roache,
founder and managing partner
My goal is to make estate planning enjoyable and empowering. I offer a fully virtual platform for busy parents and professionals, or we can work together in my office in Wilton, Connecticut. Whether we connect virtually or in-person, I promise a streamlined and transparent process. Life is complicated and overwhelming enough; my mission is to provide straight forward and personalized solutions. Estate planning doesn’t have to be complicated!
Simple 3 Step Process
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Listen & Learn
During our Planning Session, we’ll discuss your goals and needs for your future. I'll explain your options and the difference between a will-based and trust-based plan. Then, we’ll talk about what might work for you.
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Plan & Design
Together, we build a personalized plan directly tailored to your needs and goals that will start protecting you and your family immediately.
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Sign & Peace of Mind
We'll thoroughly review your plan together and make any changes before finalizing the documents. Then, you can relax knowing you have a thoughtful, comprehensive plan in place to take care of your loved ones.
Schedule Your Planning Session Today
It’s easy to get started with my simple and straightforward approach. Schedule a 1-hour stress-free planning session in my office or via zoom. During this 60 minute session:
I will answer your questions and listen to your goals and concerns
I’ll map out your options including a will-based versus a trust-based plan, so you can make informed decisions about what is best for your family
I’ll thoroughly review my process and transparent flat fee pricing so you know exactly how much your investment will be and how long it will take
If we decide we’re a good fit to work together, we’ll discuss next steps
You will leave our session clearer than ever before about what you really need (and what you don’t!) to protect your family and assets.
Contact Us
If you’re considering planning for the future, we invite you to share your details with the Law Office of Elizabeth Roache and we will respond promptly to discuss how our estate planning services can best serve your needs. We look forward to assisting you!
