PROFESSIONAL CONVENIENT AND AFFORDABLE ESTATE PLANNING
YOUR PEACE OF MIND IS PRICELESS
Almost everyone needs some form of estate planning throughout their lives. We help families, individuals, and business owners obtain the peace of mind that comes with knowing that their estate plan will protect their loved ones when it matters most.

OUR SERVICES
DEDICATED TO CLIENT SERVICE
Professional And Skilled Representation
We provide top-notch estate planning through education and collaboration with you and your trusted professionals.
Reasonable Flat Fee Pricing
Estate Planning Is Not Just For The Wealthy. We Offer Estate Plans With The Flexibility To Fit Into Your Budget.
Asset Protection
Learn how we can protect your assets from creditors, divorce, accidental liability, and the high cost of long-term care.
Supplemental Needs Trust
We can help your child with special needs supplement their care while maintaining their eligibility for beneficial government programs.
THREE EASY STEPS TO COMPLETE YOUR ESTATE PLAN
Schedule a Strategy Session.
In your Strategy Session, we will discuss your planning concerns and estate planning goals.
Strategy SessionAttend a Design Meeting.
In your Design Meeting, we will finalize your plan choices to meet your estate planning goals.
Client Portal LoginFinalize your estate plan.
Review and sign your estate plan documents. We will assist you with any follow up trust funding.
Client Portal LoginFREE ESTATE PLANNING RESOURCE
HELPFUL GUIDE
if you are looking for helpful information regarding estate planning, we are here to help. Our introductory guide to estate planning concepts and tools covers: