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. Learn more.
Plan now for your family’s peace of mind later.
Living Trusts
A revocable living trust is a flexible vehicle that allows you to maintain control of your assets during your lifetime, while creating a seamless plan for their future distribution after your death without going through probate. Learn more.
Advance Healthcare Directives
Designate an agent to make medical decisions on your behalf if you are incapacitated and memorialize your wishes for treatment with a living will. Learn more.
Irrevocable Trusts & Asset Protection
Advanced planning solutions to optimize tax benefits, protect assets from creditors, control distributions, and make sure your legacy is safeguarded. Learn more.
Powers of Attorney
Choose who will handle your financial and legal matters if you become unable to do so. This crucial document helps avoid costly conservatorship proceedings and ensures your affairs stay in trusted hands during periods of incapacity Learn more.
Estate Planning Solutions for Busy Professionals & Families
Wills, Trusts & Comprehensive Estate Plans to Secure Your Legacy
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 adapts to serve clients across all backgrounds and asset levels. Whether you're a business owner navigating succession planning, parents seeking to protect young children, a professional building generational wealth, or a family focused on preserving hard-earned assets, I deliver personalized solutions tailored to your unique circumstances.
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
Understanding that convenience matters in today's busy world, I offer a secure, fully virtual platform for those who prefer to work remotely, or we can work together in person at my Wilton, Connecticut office. Either way, you'll receive the same sophisticated guidance and personal attention.
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?
Without a plan, your family will have to rely on the state's default estate plan. Thankfully, it’s easy to avoid this with a little planning.
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 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
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!
