Mission Statement
Our mission is to make accessible a wide range of estate planning tools to our clients regardless of age, background, and income but primarily focus on clients not traditionally catered to by other estate planning firms.
Our Commitment to Clients
- Learn about the unique situation and concerns of the client.
- Propose solutions that meet the particular needs of the client.
- Timely respond to client question and prepare tailored work product.
Education Center
Learning about estate planning? Visit our education center to get the basics.
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Estate Planning
Services Provided
- Free Initial Phone Call with an Attorney
- Client-Focused Estate Plans
- Revocable Living Trusts
- Last Will and Testament
- Financial Powers of Attorney
- Medical Powers of Attorney
- Parental Powers of Attorney
- Special Needs Trust
- Cottage Planning
- Deeds
Estate Administration
Services Provided
- Free Initial Call with an Attorney
- Trustee Assistance
- Trust Administration
- Trust Disputes
- Personal Representative Assistance
- Probate Estates
- Will Administration
- Will Disputes
- Guardianship Assistance
- Conservator Assistance
- Fiduciary Accounting Assistance