Service 06
Estate Planning
Legal expertise with a personal touch.
About This Service
Estate planning is one of the most important things you can do for your family, and one of the most commonly postponed. Jonathan Blum provides estate planning services with the same care and attention he brings to every client engagement.
Jonathan guides you through the process with clarity and compassion. He also works with nonprofits to develop planned giving programs that build long-term endowment support.
What's Included
- Wills and trusts
- Planned giving and charitable bequests
- Powers of attorney
- Healthcare directives
- Legacy and endowment planning
The JB Process
01
Consultation
Discuss your family situation, assets, wishes, and goals in a confidential initial consultation.
02
Planning
Develop an estate plan tailored to your specific needs and objectives.
03
Drafting
Draft all necessary legal documents including wills, trusts, powers of attorney, and healthcare directives.
04
Execution
Guide you through the signing and execution process to ensure your documents are legally valid.
Who This Is For
- Individuals in need of their first estate plan or an updated existing plan
- Those with charitable giving goals
- Nonprofits building planned giving programs
Ready to get started?
Schedule a Strategic Discovery Session and let's talk about your organization.
No pressure, no commitment. Just a conversation about where you are and where you want to go.
Strategic Discovery Session