Estate Planning Services | Wagner Law — Mason, Ohio

At Wagner Law, estate planning is all we do — and we do it with care, precision, and a genuine commitment to your family's future.

Every plan is tailored to you. Whether you are just starting out, planning for a blended family, protecting a loved one with special needs, or preparing for the unexpected costs of aging, you will receive thoughtful, personalized guidance every step of the way.

Estate planning doesn't have to be intimidating. At Wagner Law, we walk you through a process designed to make the experience straightforward and stress-free.

Step 1 — Free Consultation

We start with a complimentary in-person, phone or video consultation to get to know you, understand your goals, and discuss your family situation. Together we identify what documents make sense for your plan and answer any questions you have upfront.

Step 2 — Plan Design

We sit down in-person or virtually to dig into the details of your plan and make sure your goals are being addressed.

Step 3 --- Plan Review

Once your documents are drafted, we review everything together — in plain language, not legal jargon. You will understand exactly what each document does and why it is part of your plan before anything is signed.

Step 4 — Signing & Peace of Mind

At your final meeting, we execute your documents together. You leave with a complete, organized estate plan and the peace of mind that comes from knowing your family is protected.

You receive your original, signed documents, a summary of your plan, and instructions for funding.

 Wills & Trust Planning

A well-drafted will or trust is the foundation of any solid estate plan. We offer Last Wills & Testaments, Revocable Living Trusts, and Irrevocable Trusts tailored to your goals — ensuring your assets go where you intend and your wishes are clearly documented.

Special Needs Trust Planning

Families with a loved one who has a disability face unique planning considerations. A Special Needs Trust allows you to provide for that person's future without jeopardizing their eligibility for government benefits such as Medicaid or SSI. We take care to design plans that protect both your loved one and your family's legacy.

Medicaid Asset Protection Planning

Planning ahead for the potential costs of long-term care is one of the most important — and overlooked — parts of estate planning. We help families structure their assets in a way that protects what they have worked hard to build, while preserving eligibility for Medicaid benefits under Ohio law.

Incapacity Planning

What happens if you are unable to make decisions for yourself? A complete estate plan includes documents that protect you during your lifetime — including Durable Powers of Attorney, Healthcare Directives, and Living Wills. These tools ensure that the people you trust are empowered to act on your behalf if the need ever arises.

 Schedule your complimentary consultation today — by phone or video, or in person,  at your convenience.