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We’re here to support people across Idaho, offering peace of mind for today’s challenges and life’s big uncertainties. Whether you're planning for the future or navigating unexpected changes, we’ll be by your side every step of the way, providing thoughtful and caring guidance.
We’ll take the time to meet with you, understand your unique needs, and guide you through the laws that impact you. Together, we’ll navigate the Collaborative Legal Planning Process™ and create a personalized plan to safeguard your future.
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While we'd be thrilled to meet you in person at our Idaho Falls office, we know that Idaho’s beauty comes with some distance. That's why we’re happy to offer virtual meetings, bringing us right to your home no matter where you are in this amazing state. Whether you’re in the city or out in the heart of the mountains, we’re here for you.
Whether you call us now, or use our online form to schedule a time to chat with our specialists, the next step is a simple conversation with our team so we can get to know you, learn about your legal needs, and help you decide what comes next.
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Legal planning can bring up a lot of questions—and we’re here to help you find answers. Our resources include more details about Idaho's judicial districts, what that can mean for you, and relevant laws and statutes to help you better understand your legal options.
Not sure where to begin? That’s okay. Just reach out. We’ll schedule a quick phone call to hear your concerns, answer your questions, and help you take the next step—on your terms. Call now or fill out our form to get started.
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Yes. Estate planning isn’t just about money, it’s about making sure your wishes are followed, your loved ones are cared for, and the right people are making decisions for you if you can’t. Remember, if you don't have an estate plan, then Idaho has laws that govern how your assets will be distributed, which may or may not be how you wanted them distributed. Everyone has something worth protecting, make sure you have a comprehensive plan that aligns eith your needs, goals, and life.
Idaho Code § 15‑2‑101 et seq.(Intestate Estate)
A will goes into effect after you pass away and typically requires probate. A trust can manage your assets both while you’re alive and after your death—often avoiding probate. We’ll help you decide which option fits your goals.
Idaho Code §15-2-501 et seq. (Wills)
Idaho Code §68-101 et seq. (Trusts)
Probate is the legal process used to settle a deceased person’s estate—paying debts, distributing assets, and validating the will if one exists. In Idaho, probate is required if the deceased owned real estate or had assets over $100,000 in their name alone.
Idaho Code § 15-3-101 et seq. (Necessity of Probate)
This combined form allows you to state your end‑of‑life wishes and appoint someone to make healthcare decisions if you can’t. It’s one of the most important documents in your estate plan.
Idaho Code § 39-4510 et seq.
If a family member can no longer manage their personal care or finances due to illness or disability—and lacks powers of attorney—a guardianship or conservatorship may be needed. We’ll help you decide what’s best.
Idaho Code § 15‑5‑301 et seq (Guardianship)
Idaho Code Idaho Code § 15‑5‑401 et seq. (Conservatorship)
A Supplemental Needs Trust helps protect the benefits of a loved one with a disability while allowing them to receive additional support. It’s a powerful tool for special‑needs planning.
A durable POA for finances is a legal document that lets you appoint someone you trust—your agent—to manage your financial affairs if you ever become unable to do so. “Durable” means it remains in effect even if you become incapacitated unless you say otherwise
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