Plan with Purpose
Estate Planning That Reflects Your Values
Leave Nothing to Chance
Protect What Matters Most
Planning for the future isn’t just about documents—it’s about protecting the people and things that matter most. We help Waterbury families create wills, trusts, and healthcare directives with clarity and compassion, so you can move forward with confidence and peace of mind.
Clarity. Comfort. Control.
Estate Planning Made Simple
Estate planning can feel overwhelming, but it doesn’t have to be. We break the process down into clear, manageable steps—making sure you’re informed, supported, and confident at every stage.
Wills & Trusts
Clear direction for how your assets are handled
Healthcare Directives
Document your wishes for medical care decisions
Powers of Attorney
Choose who can act on your behalf
Probate & Estate Administration
Guidance for families after a loss
FAQs About Wills & Estates
We make it easy to get started. Here are a few common questions we hear about planning for the future.
What’s the difference between a will and a trust?
A will outlines how your assets should be handled after your death and typically goes through probate court. A trust, by contrast, can help avoid probate and allow you to set specific conditions on asset distribution. We help you decide what combination best suits your needs and goals.
When is the right time to create a will?
The best time to create a will is now. If you own property, have children, or simply want to control how your assets are handled, a will is essential. Waiting until later can create confusion or hardship for your loved ones. We’ll help you get it done right—and easily.
Can I change my will or trust later?
Yes. Life changes—and your plan should change with it. Marriage, divorce, children, or major financial shifts are all good reasons to review and update your estate plan. We help clients amend their documents as needed, keeping everything up to date.
What happens if I die without a will?
If you die without a valid will, Connecticut’s intestacy laws will decide who inherits your assets. This may not align with your wishes. Creating even a basic will ensures that your property and your loved ones are protected according to your intentions.
Is probate always required?
Not always. Small estates or assets held in trusts can often bypass probate. However, if you only have a will (or no plan at all), your estate will likely need to go through the probate process. We guide clients through strategies to minimize or avoid probate where possible.