After meeting initially, if we both determine working together would be a good fit, we will provide you with a clear vision and direction. We have a proven, structured process, that will gently ease you into planning or through probate. Many of our clients share with us that they learn more and feel better with every appointment they have with us.
Where we start is in the power of helping you understand your financial and legal choices, and the probate process. Our goal is to help educate, inform and implement an estate plan that gives you options and control, or guide you through the probate process with as little stress as possible.
Navigating financial independence can get tricky, but it does not have to be if you have someone helping you and you develop a plan. We’ll help you with your concerns about maintaining your lifestyle, preserving what you have and protecting yourself against unknown risks.
We offer legal and estate planning pre-death, and probate and administrative assistance following a death.