We work closely with you to design a Estate Plan that fits your personal situation and family goals. But we do not leave it at that. We continue to work closely with you even after you sign your documents, to ensure all your assets are properly transferred and protected by your plan.
You’ll also have a full 90 days to make changes to your planning documents at no additional charge. We are available to answer any questions you have about your plan, again, at no additional charge.
With the protection of your children, well-being of your family, and preservation of your legacy at stake, the foundation of your Estate Planning should be much more than form documents. You deserve more and so do your loved ones.
That’s why we take the time to get to know you, understand your family needs and goals, address your concerns, answer your questions, and educate you about your options.
We are interested in forming a relationship with you and your family, for life. We are NOT in the business of merely creating documents for you to sign and sending you on your way
I’m a mom and what my children bring to this experience for me, is the awareness that planning is something that you do for the people you love the most.
You won’t be the one to benefit from the Estate Plan we design for you - the people that will benefit, are the people you love the most.
Let’s start your Estate Plan today. There is no better gift you can give your family and children.