Your Legacy, thoughtfully protected.
Sophisticated estate and trust planning for professionals, families, and business owners who require more than a standard solution. Personal attention. Transparent process.
Comprehensive
Estate Planning
Most clients work with me to create a comprehensive estate plan designed to provide clarity, protect assets, and make things easier for the people they care about. Each plan is tailored to a client's family structure, financial situation, and long-term goals.
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A well-drafted will is a foundational legal document — and for many clients, an important part of a broader estate plan even when a trust is in place.
I prepare wills that are carefully tailored to your family structure and goals, and executed with full legal formality. Depending on your situation, a will may serve as the centerpiece of your plan or work alongside a revocable living trust to ensure that nothing falls through the cracks.
Wills I prepare typically address:
Designation of guardians for minor children
Direction of assets not held in trust
Pour-over provisions to coordinate with your revocable living trust
Specific bequests and personal property wishes
Appointment of a trusted executor to administer your estate
For clients whose primary plan is trust-based, a pour-over will is included as part of the comprehensive plan at no additional cost.
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Many families benefit from using revocable living trusts as the foundation of their estate plan. A trust-based approach provides structure, privacy, and a seamless path for the future management and distribution of your assets.
Avoid probate
Maintain privacy around financial matters
Provide structure for children's inheritances
Simplify administration for loved ones
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For clients who own rental property, investment real estate, or small businesses, estate planning often involves coordinating those assets with the broader plan.
This may include planning around LLC ownership structures, ensuring assets are properly titled, and aligning business interests with long-term estate planning goals.
LLC ownership & structure planning
Proper asset titling
Business succession alignment
Coordination with investment real estate
Learn more here.
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Thoughtful estate planning helps families prepare for a range of future situations — protecting children, navigating complex family dynamics, and ensuring assets pass according to your intentions.
Protecting children's inheritances
Planning for blended families
Coordinating beneficiary designations
Connecticut estate tax considerations
Learn more here.
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While many families benefit from straightforward trust-based planning, some clients require additional strategies depending on their assets or tax exposure. In those situations, planning may also involve more advanced structures designed to preserve wealth and reduce estate tax exposure.
Irrevocable trust structures
Asset protection strategies
Estate tax mitigation
Coordination with financial advisors
When appropriate, I work closely with clients and their financial advisors or accountants to ensure these strategies fit within their broader financial and tax planning.
Learn more here.
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Comprehensive plans also include carefully drafted supporting documents to ensure that trusted individuals can act on your behalf if needed — covering financial, legal, and medical decision-making during periods of incapacity.
HIPAA authorizations
Related incapacity planning documents
Clarity, Confidence, & a Plan You Can Trust
Attorney Elizabeth Roache,
founder and managing partner
My mission is to provide every client with clarity, confidence, and peace of mind in protecting their legacy. From foundational plans that protect what matters most to sophisticated wealth preservation strategies, my practice is built on the conviction that estate planning done well is one of the most meaningful gifts you can give your family. I work with professionals, business owners, and multigenerational families across Fairfield County to translate complex goals into elegant, enduring plans.
My approach provides:
Careful attention to detail and comprehensive analysis of your unique family dynamics, assets, and future goals
Complex concepts distilled into clear, actionable plans
Strategic planning that adapts to life’s changes and evolving legal landscapes
Ongoing support to ensure your plan continues to serve your needs
Available for in-person consultations at my Wilton office, or entirely virtually — because your time is valuable and geography shouldn't be a constraint.
About the Practice
"Every family deserves clarity, confidence, and a plan they can trust."
Our Process
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01 Planning Session
A focused 45 minutes consultation to understand your goals, map your options, and present transparent, flat-fee pricing.
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02 Design & Review
Your tailored plan is drafted and presented for your review. We refine until every detail reflects your intentions precisely.
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03 Signing & Execution
Your documents are executed with full legal formality.
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04 Funding & Ongoing Support
We guide you through funding your trust and remain available as your circumstances evolve over time.
Contact Us
Share your details and we will respond promptly to discuss how our estate planning services can best serve your needs. We look forward to assisting you!
