Achieve Peace of Mind.
We know that peace of mind is one of the true benefits of a great estate plan.
So What’s On Your Mind?
- “I don’t want to leave a disorganized mess for my spouse and children to deal with…”
- “I want to keep my family out of the probate court…”
- “I want to make sure that my assets are passed on to my children, not to outsiders like their creditors, divorcing spouses, or the government…”
We understand your concerns. In fact, the most important part of our job is to put those concerns to rest. We will guide you to make the best decisions for your family. And the result will be an organized and comprehensive estate plan that addresses the unique needs of your family. Your estate plan will leave you with peace of mind and a well-prepared family.
A Different Approach
We have broken the model of traditional estate planning to offer you improved service that makes sense. Here are the things that make us different:
Child Protection Plan.
Free Plan Amendments for 60 Days After Signing.
Convenient Meeting Locations.
Get Started on the Next Step
If you’re ready to create an estate plan that meets your family’s unique needs and secures your family’s future, let’s get started. We look forward to caring for your family soon!
Frequently Asked Questions
What is an Estate Plan?
An estate plan directs what will happen if a person becomes seriously ill or passes away. A comprehensive estate plan can offer a variety of benefits…
- Probate Avoidance: Keep your family out of probate court, where emotions run high and costly attorneys may be advancing arguments to a busy probate court judge trying to decide matters for your loved ones.
- Asset Management: Select the right person to manage assets for your loved ones who will benefit from financial management.
- Asset Protection: Keep your loved one’s inheritance away from creditors, divorcing spouses, lawsuits, and the government.
- Incapacity Planning: Ensure that your wishes concerning health care treatment and end-of-life decisions are respected. Name the right person to handle your personal financial matters if you become incapacitated.
- Legacy Planning: You have accumulated a lifetime of meaningful experiences, life lessons, personal beliefs, and core values. Let others benefit from your life experience by passing down your legacy to future family generations.
How Much Does an Estate Plan Cost?
We offer packages for three different levels of estate plans, and a la carte options too, all charged on a flat fee basis