Strategy. Protection. Solutions.
Our comprehensive process
COVID-19 UPDATE: The importance of Estate Planning for those who have nothing in place, or the wrong plan in place, becomes even more evident in times such as these.
To help you with your planning, we are prepared to meet with you virtually (online video calls and phone calls) to ensure that you can still create or update your estate plan and take care of your family.
To help alleviate your anxiety … we hold your hand throughout our easy and painless process, educate you so you can make informed decisions that will work best for your family, work to build a lifetime, ongoing relationship with you, and charge flat fees for most of our services.
We offer a complimentary Family Wealth Planning Session to those who, like you, wish to be truly educated about estate planning and how to make important decisions that ultimately effect family and friends. We only ask that you fill out our Family, Wealth Inventory and Assessment, which is a worksheet asking for information about you, your family, your assets, and your goals for your estate plan. Have existing plans? We will review your plans for you if you submit them with your worksheet!
Flat Fees are not given until your complimentary Family Wealth Planning Session because it will depend on the type and complexity of the plan you choose after being educated about your options and talking through potential concerns based on your individual, personalized situation.
Ready to get started? Choose an option below to get our support:
Can’t wait to start getting organized?