PRACTICE AREA · PROVIDENCE, RHODE ISLAND

Estate Planning Foundations

A coordinated plan for decision-making, property, and the people you choose to act.

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Blank estate planning worksheets, an unbranded folder, pen, and reading glasses

THE PURPOSE OF THE WORK

Start with the outcome you need to understand.

Estate planning brings several documents into one practical conversation: who may act for you, how property should pass, and what instructions should be available if you cannot speak for yourself.

The right documents depend on your family, ownership structure, and goals. We explain the role of each document, identify questions that require tax or financial input, and prepare a scope for legal work before an engagement begins.

Planning

Rhode Island context

Individual decisions

Private law consultation room with a round timber table and four chairs

QUESTIONS TO REVIEW

Topics to prepare

People you may name as executor, trustee, or agent

Family, beneficiary, and guardianship considerations

Real estate, business interests, and account ownership

Health care instructions and financial authority

Questions for tax, financial, or care professionals

From a question to a defined scope of work.

The sequence is illustrative. The facts, conflicts review, jurisdiction, and agreed engagement determine the actual work.

01 · ORIENT

Identify the decision.

A brief, non-confidential inquiry helps us understand the subject, timing, and likely jurisdiction.

02 · REVIEW

Clarify facts and options.

If the matter is a fit, the consultation focuses on goals, documents, ownership, roles, and procedural constraints.

03 · DEFINE

Agree on the work.

Representation begins only after conflicts review, scope and fees are confirmed, and a written engagement is accepted.

PRACTICE AREA · PROVIDENCE, RHODE ISLAND

Estate Planning Foundations

Start with the outcome you need to understand.

Topics to prepare

From a question to a defined scope of work.

From a question to a defined scope of work.

Identify the decision.

Clarify facts and options.

Agree on the work.

Bring the question. We will help identify the next step.