Megan Baumer
Baumer Law
Estate Planning & Trust Attorney — Baumer Law
Dedicated estate planning attorney helping healthcare professionals and practice owners protect their assets, their families, and their legacy through thoughtful legal planning.
Best for
Healthcare professionals, practice owners, and executives seeking estate planning, trust formation, and asset protection strategies
Primary outcomes
Comprehensive estate plans, protected assets, clear succession strategies, and peace of mind for you and your family
Timeline & Engagement
Project-based estate plan development with ongoing updates as your personal and professional circumstances evolve
What they help with
Megan Baumer is an estate planning and trusts attorney at Baumer Law, dedicated to helping individuals and families — including healthcare professionals and practice owners — build thoughtful, legally sound plans to protect what they have worked hard to create. Her practice focuses on wills, trusts, asset protection, and succession planning tailored to each client's unique goals.
- Will drafting and estate plan development
- Trust formation and administration
- Asset protection strategies
- Healthcare professional and practice owner succession planning
- Powers of attorney and healthcare directives
- Beneficiary planning and probate avoidance
Services and Scope
Estate Planning
Comprehensive estate plans that reflect your wishes, protect your assets, and provide clarity for your loved ones.
Trust Formation
Customized trust structures designed to minimize tax exposure, avoid probate, and protect generational wealth.
Asset Protection
Strategic planning to shield personal and professional assets from unforeseen liabilities.
Succession Planning
Succession planning for healthcare practice owners ensuring continuity and protecting enterprise value.
Powers of Attorney
Legal documents ensuring your healthcare and financial decisions are in trusted hands if you are unable to act.
Background & Credentials
Megan Baumer is an estate planning and trusts attorney at Baumer Law, focused on helping individuals, families, and business owners build comprehensive legal plans to protect their assets and provide for their loved ones. She brings a thoughtful, client-centered approach to estate planning — taking the time to understand each client’s unique situation, goals, and concerns before crafting a tailored strategy.
For healthcare professionals and practice owners, estate planning carries added complexity — from business succession and partnership agreements to asset protection and beneficiary coordination. Megan’s experience with this client community makes her a trusted advisor for those seeking clarity, protection, and a well-structured plan for the future.
Professional Credentials
- Attorney at Law — Estate Planning & Trusts
- Founder, Baumer Law
- Preferred Legal Partner, Practice Care Plus
How to get started
All inquiries are coordinated through Practice Care Plus to ensure the right fit and a smooth introduction.
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