Taking the time to understand you and your family’s needs
Without a good listener, some of the most important aspects of your plan could be overlooked.
We do this with:
We are committed to continually educating staff, clients, and the community through regular contact by email, newsletters, speaking engagements, and this web site.
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.
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.
Our use of the latest 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 easier and cost-effective.