Planning with a purpose.
You don't need to have it all figured out before you start. At Evergreen Legal, services are designed to meet you where you are and grow with you over time.
Foundational Planning
The core documents every family needs: wills, power of attorney, living wills, guardianship designations for minor children, beneficiary designations, pet caretakers, and more.
Legacy Planning
For families who want continuity, privacy, and ease of administration, both during life and after. Includes revocable living trusts and trust funding guidance so your plan works as intended.
Expanded Planning
For clients whose lives and values call for more: tax planning, pet trusts, charitable planning, asset organization, and more, to create long-term financial clarity.
Not Sure What Type of Planning You Need?
Many families aren't sure whether a will or trust is the right fit—and that's exactly what your Peace of Mind Strategy Session is designed to determine. Together, we'll evaluate your goals, assets, and family dynamics before recommending a personalized plan, complete with unique flat fee pricing to fit your needs.
Core Services Offered
Wills
Customized wills to clearly express your wishes, protect loved ones, and ensure assets are distributed as intended.
Trust Planning
Comprehensive trust-based planning for continuity, privacy, and ease of administration—during life and after death.
Beneficiary Designations
Ensure your beneficiary designations are aligned with your estate plan. Properly name beneficiaries for life insurance, retirement accounts, and other non-probate assets.
Power of Attorney
Designate trusted decision-makers for financial and legal matters in case you’re ever unable to act.
Living Wills
Document your healthcare wishes and appoint agents who can speak for you during incapacity.
Guardianship
Name the people you trust most to care for your children in the event of incapacity or death.
Pet Planning
A thoughtful touch for clients who consider pets family.
Charitable Planning
Incorporate charitable giving into your plan in a way that reflects your values and leaves a lasting legacy.
Trust Funding
Guidance to ensure your assets are properly titled and aligned with your estate plan, so your planning works as intended.
Probate Administration
Guidance through the legal process of administering an estate after death, helping families move through probate with clarity while honoring their grief and the wishes of their loved one.
Because the life you are building deserves a plan behind it.
Evergreen Legal | 732.580.6432
140 Broad Street, Suite 200, Red Bank, NJ 07701
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