Estate Planning For You and Your Family.
Our services
Define Your Situational Needs
It all begins with us just having a conversation. We need to get to know you an understand your journey and you need to get to know us and trust us. Our initial conversation will allow us to understand what planning path we have to take and what tools we need to use.
Targeted Solutions for Your Situation
Once we have developed situational awareness through conversations and documentation, we plan for you specific needs. We keep it as simple as we can, but understand that some situations are complicated. We pride ourselves in being lean but also being able to dig into the deep hardware when necessary.
Relieve Your Worries
We use an iterative process to help guide you along you estate planning path. Our goal is to never overwhelm you, and to get you to understand all the moving pieces that we are putting together for you. We will only bite off as much as we can chew at a time. Remember these are living documents and we can change, modify and add to them as life goes on.
Monitor and Reflect to Keep Your Wishes and Situation Up-To-Date
The one thing with Estate planning is it never ends (well almost). It is important to keep in mind that these are living documents and they change along with you and your family. Stale estate planning is bad estate planning. We keep the conversation going, and make sure your estate plan is getting its checkups.
“I know my plan can be updated at any time, and that helps me sleep at night.”
— OLIVIA R.