Estate Planning
We can help you plan your estate to protect those you love and preserve what you have.
Estate Administration
We can guide you through the process of administering an estate if a loved one is incapacitated or passes.
Elder Law Planning
We can help you preserve your life savings from the high cost of long term care.
Small Business Services
We can guide you through the formation of your business to planning for succession.
Let Us Be Your Guide
Step 1: Education
You need to understand your planning options, and we help you identify the pitfalls and opportunities for your specific situation. From Watching a Webinar to our complimentary initial consultation, we want to make sure that you start your planning process with the right information.
Step 2: Design
Your planning needs are unique, just like you are. Plans shouldn’t be “one-size-fits-all.” We work with you to design your plan customized to your specific situation, to meet your needs and goals.
Step 3: Implementation
Once the plan has been designed, we prepare the legal documents for you and then deliver the plan to your for signature. After signing, adjustments may be made to your assets (ownership changes and beneficiary changes) so they are coordinated with your planning.
Testimonials
“Richard was knowledgeable and efficient while he helped us plan our estate. Our appointments always started on time, he answered all of our questions, and I never felt rushed. We were able to find a planning option that worked perfect for us. I would highly recommend Richard Chamberlain for all your estate planning needs!”
“Because we have a blended family, I was a little concerned with how the planning of our will & trust discussion might go. Richard Chamberlain was such a blessing throughout our sessions. He was patient and caring and made us very comfortable. He helped us understand the ins & outs of estate planning. We now feel so much more comfortable and are prepared for what will inevitably come someday.
Get Our Estate Planning Checklist
Download our free “Estate Planning Checklist: The Essential Guide for Making your Best Estate Plan in Ohio.” The checklist walks you through the steps you need to address to have the plan that is right for you and your loved ones.