Create a support system for your loved ones.
It’s more than a will. It’s more than a living trust. Our firm was built on the foundation that genuine relationships are equally as important as accurate documents. Who would your family turn to if you were incapacitated or passed away? Peace of mind is found in knowing you have provided a support system for your loved ones.
First meeting – We sit down with you and listen! There is no charge for this initial consultation. We inquire about your situation, both financial and personal. Then we discuss options. In this meeting, we will go over what information we need from you and send you home with a list of things to consider.
Second meeting – We design your estate plan. Here we get into the “nitty gritty” of the available choices. We will explain these options to you, discuss the advantages and disadvantages of each, and counsel you to create a plan that suits your needs.
Third meeting – You make it official. We will sit down with you, review your plan documents and answer any questions. Once you are comfortable, we will execute the documents. Our support does not end there, however. Our concierge service is available to you as Members of our firm to ensure your plan stays up to date as your circumstances and needs change. Your membership will also include information and services for your family.