We provide estate planning services for individuals and families. The value we provide rests in the relationships we build with our clients, the plan we design specifically for you, and the systems we’ve created to ensure your plan will never stop working for you and your family.
Last Will & Testament
Communicate your final wishes and protect your family
Power of Attorney
Ensure your affairs are taken care of if you are unable to do so yourself
Revocable Living Trust
Keep your family out of court and out of conflict
Healthcare Directive
Specify what actions should be taken for your health in the event you cannot do so yourself
Pour-over Will
Ensure all your assets are properly transferred into your living trust
Child Protection Plan
Comprehensive planning for your children should something happen to you
Attorney Prepared
Our Attorney preparation solution gives you the most relaxing and secured services available. Free consultation session, secure communications and the absolute relaxation coming from knowing your Estate Planning...
Assisted Preparation
With Assisted Preparation services, after you have completed the Dynamic Interview, we take over to insure your documents are complete and notify you of any additional requirements for your state or needs. We will...