our PROCESS

Over the years, we’ve developed estate plans for thousands of clients. With that level of experience, we’ve learned what works and what doesn’t. Here are the best practices and policies that make up our process:

Flat Fees

We do not bill you by the hour for estate planning. We work from flat fees quoted before our work begins. Read the article, “Estate Planning Fees and Our Money Back Guarantee” to learn more.

Complete Implementation

We see your plan through to the end. Effective estate plans -- including asset titling, help with beneficiary designations, updating legal documents, and educating family members -- involve many steps and many people. We will be with you and your family every step of the way.

Ongoing Relationships

 Personal relationships that last for years help us better serve your needs and the needs of your family. Our formal membership program ensures continuity and accuracy regarding your most important financial plans and assets. It also allows you to consult with a trusted, knowledgeable advisor when making decisions.

Knowledgeable Staff

Compassionate staff who can assist clients with asset titling and other vital planning questions are the building block of our firm. Their passion is helping you! Read more about our wonderful group here.

Technology

Our use of cutting edge technology ensures you have instant access to your most vital documents when it matters most, wherever you are. Our innovative technology also makes updating your documents much more cost-effective. To learn more about one of the specific ways in which we use technology to better serve our clients, click here.

Education

Education is the foundation of knowledge and power. We are committed to continually educating staff, clients, potential clients, and the community through regular contact by email, paper newsletters, speaking engagements, and our web site which includes helpful articles, blog posts, videos, and audio clips.

our PROCESS

Over the years, we’ve developed estate plans for thousands of clients. With that level of experience, we’ve learned what works and what doesn’t. Here are the best practices and policies that make up our process:

Flat Fees

We do not bill you by the hour for estate planning. We work from flat fees quoted before our work begins. Read the article, “Estate Planning Fees and Our Money Back Guarantee” to learn more.

Complete Implementation

We see your plan through to the end. Estate plans, including asset titling, help with beneficiary designations, updating legal documents and educating family members involve many steps and many people. We will be with you and your family every step of the way.

Ongoing Relationships

 Personal relationships that last for years help us better serve your needs and the needs of your family. Our formal membership program ensures continuity and accuracy regarding your most important financial plans and assets. It also allows you to consult with a trusted, knowledgeable advisor when making decisions.

Knowledgeable Staff

Compassionate staff who can assist clients with asset titling and other vital planning questions are the building block of our firm. Their passion is helping you! Read more about our wonderful group here.

Technology

Our use of cutting edge technology ensures you have instant access to your most vital documents when it matters most, wherever you are. Our innovative technology also makes updating your documents much more cost-effective. To learn more about one of the specific ways in which we use technology to better serve our clients, click here.

Education

Education is the foundation of knowledge and power. We are committed to continually educating staff, clients, potential clients, and the community through regular contact by email, paper newsletters, speaking engagements, and our web site which includes helpful articles, blog posts, videos, and audio clips.