Services

SIMPLIFIED ESTATE PLANNING
Our focus is 5-Star client satisfaction. We use online scheduling, virtual meetings, a secure mobile-friendly portal for intake questions, plus easy-pay and easy-sign processes to maximize client convenience.

Strategic Planning Session
In your initial session you’ll learn how certain laws impact your estate, based on details you share. This will help you determine which type of estate plan is ideal for you.

COMPREHENSIVE TRUST-BASED PLANS
Have your assets serve your interests when life is business as usual, when challenges arise, and when you pass on your legacy to your loved ones.

REVOCABLE LIVING TRUST
This type of trust allows you to control your property and money while you’re alive. If set up properly, it can also allow for privacy, smart tax strategies, probate mitigation, and safeguarded asset distribution after you’ve passed on.

GUARDIANSHIP NOMINATIONS FOR MINOR CHILDREN

COMPLIMENTARY REVIEW AFTER ONE YEAR

ESTATE PLANNING FOR ALL FAMILY TYPES

ASSET PROTECTION

INHERITANCE PROTECTION

FINANCIAL POWER OF ATTORNEY
Legally designate someone you trust to have broad or limited authority to handle financial transactions on your behalf.

ADVANCE HEALTH CARE DIRECTIVE
Give instructions about your health care preferences and designate someone to make health care decisions for you in the event you are unable to communicate for yourself.

EMERGENCY PLANNING

TRUST FUNDING SERVICES

COMPREHENSIVE WILL-BASED PLAN
