Probate is a public affair and it allows for disputes between family members.
Wills, trusts and powers of attorney protect your family and your wealth.
When you are ready to create and implement an estate plan, we provide you with...
If you are ready to get our Estate Plan Package, we just need some information from you to get the process started
Choosing the right estate plan is based on age, health, assets, lifestyle, objectives and other considerations. We have some common estate planning examples.
Our network of attorneys will provide guidance on your specific situation and advise you on the appropriate plan for your estate.
Our staff have over 15 years of experience in the financial and legal fields and have assisted numerous clients in their financial planning, legal matters and distribution of their estates.They are Certified Financial Planners and look at estate planning from a holistic view and understand how it fits within your entire financial picture.
We understand planning the disribution of your estate takes time. Our process allows you to do research on estate planning, provide us general information, then either receive your documents directly or schedule a meeting with an attorney at your convenience to go over your situation, and finally execute your documents in a timely manner.
We understand estate planning can be expensive. With the technology we have in place, we are able to combine our expertise with high quality docuements and give you planning at price you can afford. We are technology driven, lawyer guided and client focused.