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Estate Planning Attorney in Vancouver, WA | Pettis Webber Pacific P.S.

Category: Planning

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Essential Estate Planning Steps for the Newly Retired
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Essential Estate Planning Steps for the Newly Retired

Retirement is a major milestone—one that brings new freedom, new priorities, and new responsibilities. It’s also one of the most important times to revisit your estate plan.
At Pettis Webber Pacific, we work with many Washington residents who want to make sure their next chapter is not only fulfilling, but secure. Whether you’re newly retired or preparing to retire soon, now is the time to take a closer look at your estate plan to ensure it reflects your current goals, protects your assets, and supports your loved ones.

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How to Protect Your Heirs
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How to Protect Your Heirs from Creditors, Divorce, and Lawsuits with a Trust

When planning for the future, most people think about how to pass down wealth to their children or loved ones. But there’s another equally important consideration: how to protect what you leave behind from outside threats like creditors, divorce settlements, and lawsuits.

At Pettis Webber Pacific, we help Washington families create estate plans that not only transfer wealth—but preserve it. One of the most effective tools for long-term protection is a trust.

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The Importance of Power of Attorney
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The Importance of Power of Attorney: Who Should You Choose and Why?

A power of attorney (POA) is one of the most important legal tools you can include in your estate plan—yet it’s often overlooked until it’s too late. In Washington State, having a strong and properly executed POA can make all the difference when it comes to protecting your finances, your health care choices, and your peace of mind.
At Pettis Webber Pacific, we often tell our clients that a POA is not just a legal form—it’s a plan for continuity, stability, and trust. Here’s what you need to know.

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The Executor’s Guide
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The Executor’s Guide: What to Expect When Settling a Loved One’s Estate

Being named the executor (also called a personal representative) of someone’s estate is both an honor and a serious responsibility. Whether you were appointed in a will or are stepping into the role through the probate court process, it’s natural to feel overwhelmed. There’s a lot to do—and much of it happens during a time of grief.
At Pettis Webber Pacific, we help personal representatives across Washington State, and even throughout the US, navigate the Washington estate settlement process with clarity and confidence. This guide is designed to give you a clear understanding of what to expect and how to avoid common pitfalls.

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The Executor’s Guide
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Leaving a Legacy: How to Plan Beyond Money and Create a Lasting Impact

When most people think about estate planning, they focus on who will inherit their money, property, or business. But true legacy planning goes deeper. It’s not just about transferring wealth—it’s about passing on your values, your vision, and the story of your life.

At Pettis Webber Pacific, we believe the most meaningful estate plans are the ones that reflect your whole legacy, not just your financial assets. Here’s how you can plan beyond money and create a lasting impact on the people you care about most.

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What You Should Tell Your Kids and Grandkids or Others About Your Estate Plan
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What You Should Tell Your Kids and Grandkids or Others About Your Estate Plan

Estate planning is one of the most important things you can do to ensure your legacy is protected and your loved ones are taken care of after you’re gone, and your affairs are managed smoothly if you become incapacitated. However, having a solid estate plan is only part of the equation—the other crucial step is discussing it with your children and maybe even your grandchildren. And, if you do not have children or grandchildren, or they are not part of your plan, discussing your plan with those that you have included in your estate plan is just as important. While these conversations may be difficult, they help prevent misunderstandings, confusion, and potential conflicts down the road. Here’s what you should consider sharing about your estate plan.

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