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Burlington, VT office 802.540.0529
Hanover, NH office 603.643.6072
Rutland, VT office 802.773.3822
Woodstock, VT office 802.457.9492

Getting Started

You and your family deserve comprehensive advice on conveying your values and protecting and transferring your assets.

The attorneys at Melendy Moritz PLLC assess your family’s legal, financial, tax, charitable and business matters to help you avoid the costs and delays of probate, assure that you understand how your assets are held so that you can continue to grow your wealth, enable you to pass on your values to your loved ones, and consider methods to substantially reduce your tax exposure.

At Melendy Moritz PLLC your peace of mind is our goal as we assist you in making important and essential legal decisions, today and in the future. What’s more; we are available to serve those whom you love and care about as legal advisor when you are gone.

Call one of our offices: In Hanover, New Hampshire at 603.642.9492 or in Woodstock, Vermont at 802.457.9492 to schedule a convenient appointment with one of our attorneys or schedule an appointment on line.

Our Estate Planning Process

Designed with your confidence in our estate planning process in mind, every decision made with you is discussed in depth. We will seek to provide you with both the technical prowess necessary to accomplish your goals with warmth and personal service which ensures an enduring and trusted relationship.

A few days after you schedule your appointment you will receive a packet with an Estate Planning Questionnaire.

To maximize efficiency we recommend that you complete and return your worksheet prior to our initial meeting. When we have time to review your worksheet prior to our meeting we have the opportunity to have the most effective and thorough meeting possible.

We also recommend that you provide us with any existing estate planning documents ahead of time for our review.

On the day of your meeting you will meet with either Attorney Mark E. Melendy or Attorney Daphne Moritz. Together with the attorney you will identify your goals and objectives that will inform the best estate planning for you. Together you will design, within your budget, the plan that gives you peace of mind and protection.