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About Our Services?
CREATE
We help you create an estate plan you can trust with a level of protection you deserve
MAINTAIN
Life changes and so does the law. Have confidence knowing that through the years your plan will stay current
ADMINISTER
Count on us to guide your trustee in carrying out your wishes and making sure things go smooth after you’re gone
CREATE
We help you create an estate plan you can trust with a level of protection you deserve
MAINTAIN
Life changes and so does the law. Have confidence knowing that through the years your plan will stay current
ADMINISTER
Count on us to guide your trustee in carrying out your wishes and making sure things go smooth after you’re gone
OUR SERVICES
Unique and Effective Services to Last You a Lifetime
We believe that your estate plan is more than just a set of legal documents. It’s an integral part of your life, your family, and your assets.
Unfortunately, estate planning for many law firms is a one-time transaction. Documents are prepared and signed, and then you never hear from the attorney again. But, what happens when the law changes? What happens when your life changes? What happens when you die or become incapacitated? Will things go smoothly and according to your plan?
Rather than a one-time transaction, you need an estate planning attorney that addresses all 3 areas of estate planning: 1) Create, 2) Maintain, and 3) Administer. Not only do you need the correct documents to begin with, but those documents must be maintained over the years. That way, when life happens (e.g. death or incapacity), the assets you’ve worked so hard to accumulate will be available for you and your loved ones.
Our process, the Life Plan, is a unique method to ensure that you and your loved ones are covered today and in the future.
HOW DO YOU GET STARTED?
Attend a Free Webinar
Join Us for Our Free Webinar and Discover Those Areas in Your Trust That Could Lead to Serious Problems
Most of our new clients come from other estate planning law firms.
We get it, it’s unusual for a law firm to get most of its clients from other attorneys. In fact, in our experience, most estate planning attorneys are more interested in working with clients who don’t have an estate plan. Yet, we love it because it gives us the opportunity to help our clients see that there is a better way to plan their estate.
If you already have a trust, you might have a ticking time bomb in your estate plan. We can review your existing trust with our exclusive 14-pint trust review and determine if what you have will properly protect you in the future.
