We focus on protecting your assets, and your loved ones, so you can focus on growing your family, your prosperity, and your legacy. Our flat fee comprehensive estate plans are designed to keep your family out of court, and out of conflict, if and when something happens to you. Our firm doesn't just sell documents. We provide full service plans designed to work when you need them most.
The implementation of the plan is just the beginning of our relationship with our clients. We know your family dynamics will change, your wealth will grow, and the laws will change. We check in with our clients, for free, at a minimum of every three years to ensure the estate plan still works the way it was intended.
We don't believe your wealth is based just on your bank account. We perform legacy interviews for each client to ensure your stories, family history, values, and insights are preserved for your children and future generations. We believe capturing your families legacy is one of the most important assets that commonly gets overlooked in estate planning and have committed to preserving legacies not just bank accounts.