Estate Planning
Planning for the future is one of the most meaningful ways to care for the people you love. Whether you are preparing for the unexpected or putting clear plans in place, estate planning allows you to make decisions now that provide clarity and stability later.
At The Bruns Law Firm, estate planning is approached with care, simplicity, and intention. Kathryn “Katie” Lee Bruns works with individuals and families to create plans that reflect their wishes, protect their loved ones, and help avoid unnecessary complications.
Common Challenges
We Can Address
Knowing where and when to begin with estate planning
Ensuring your wishes are clearly documented and legally sound
Planning for minor children or dependents
Choosing someone to make decisions on your behalf when you aren’t capable
Avoiding confusion or disputes among family members
Understanding what documents are necessary for your unique situation
What You Can Expect
When you contact The Bruns Law Firm, you will work directly with Katie. The process is personal, clear, and designed to feel manageable.
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Step 1: Initial Consultation
A complimentary consultation to understand your goals, family circumstances, and planning needs.
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Step 2: Investigation & Case Evaluation
A detailed review of your family’s circumstances, including gathering records and information needed for planning, identifying the necessary estate planning instruments, and assessing unique issues or immediate legal actions required.
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Step 3: Strategy & Partnership
Review and finalize your estate plan and execute all legal documents, with clear guidance on how they protect you and your family and when they may need to be periodically updated.
Estate planning services are typically handled on an hourly or flat fee basis, with clear communication about fees and expectations from the start.
Her approach is guided by:
Listening first to understand your priorities
Clear, honest communication
Transparency about process and fees
Thoughtful guidance tailored to your situation
Creating plans that feel both practical and personal
Katie believes that estate planning is not just about documents, it is about people, relationships, and peace of mind.
A Personal Approach
to Planning
Questions or Concerns on Your Mind?
Our dedicated team is here to provide the assistance you need. Feel free to reach out.
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Yes. Everyone needs an estate plan, Planning is not only about your assets. It also ensures your wishes are memorialized, your taxes are minimized, your affairs are in order, and that decisions can be made on your behalf if the unexpected occurs.
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Common foundational documents include a will, durable power of attorney, asset protection trust, and health care directives. Katie can help determine what is appropriate for you.
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Estate plans should be reviewed periodically, especially after major life changes such as marriage, the birth of a child, or changes in financial circumstances.
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Katie’s approach is designed to make the process straightforward and manageable, with clear guidance at every step.