For existing clients only.

For existing clients only.

Making sure your plan stays current is essential to ensuring that it will work when your family needs it to. Over time your life may change, your assets may change, and the law will certainly change. Your estate plan must keep up with these changes to ensure that it will work when your loved ones need it most.

For existing clients only.

For new clients only.

This planning session is for those looking to create or update an estate plan. The estate planning process itself begins with an initial meeting, the Life and Legacy Planning Session. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible.

For new clients.

This appointment is for those who have lost a loved one. The process begins with an initial meeting, the Trust, Estate & Probate Administration Planning Session. During our meeting, we will create a roadmap to guide you through the administration process.

For new clients and existing clients that have lost a loved one.