Distinguished Estate Services
Estate Plan Services is a national estate planning firm, dedicated to safeguarding your legacy. Offering a suite of attorney-led platform services, we eliminate the uncertainties of probate, ensuring a seamless transition of your assets. Our commitment is reflected in custom-crafted wills and trusts, meticulously aligned with each client's unique needs. By doing so, we not only protect but also nurture generational wealth. Contact us to secure your future today.
Purpose-Driven Strategic Estate Solutions
Our mission is rooted in empathy and precision, offering strategies that resonate with the unique financial and familial landscapes of our clients. We offer insights into tax savings, preserving wealth not just for you, but for future generations. Engage with us to discover how individualized attention can make a difference. With the highest standards of confidentiality and professionalism, you and your estate are in trusted hands.
Experience-Driven Estate Planning Story
Our story began in 1988 with a quest to navigate estate taxes for our own families. This fueled years of learning and practice in estate planning. Now, we leverage this depth of personal and professional experience for your benefit. We ensure that plans are not just legally sound but precisely aligned with your specific circumstances. If these strengths resonate with your needs, consider working alongside us for strategic estate planning guidance that's rooted in real-world knowledge.
Minimize Estate Taxes
Implement strategies to reduce taxes and maximize the value of your estate.
Secure Your Assets
Design customized strategies to safeguard your wealth for years to come.
Simplify Your Plan
Receive expert guidance to streamline your estate plan and avoid complications.
The Experts Guiding Your Future
Gary Ward– Principal
Gary Ward brings decades of experience in estate planning, having managed a Family Office for many generations of the families he served. His expertise spans both foundational and advanced estate planning techniques, offering clients tailored solutions to preserve wealth and secure their family's future.
Darlene Munson – Principal
Darlene Munson specializes in creating enduring legacies through thoughtful estate planning. Her work focuses not only on wealth transfer but also on preserving assets in the face of long-term illness or disability. With her expertise, families can build a strong foundation for future generations, ensuring peace of mind for both clients and their heirs.