For our clients, we have chosen a modern, systematic method for estate and legacy planning. At its core, this method is based on a trusting, long lasting relationship with each other. Our lifetime commitment to you is to always listen to your thoughts and concerns, to educate where needed, to securely record and store your personal information and to ensure follow through for the important details of your plan. Together we will build the estate and legacy plan that is right for you and your loved ones.
Because ongoing close communication with you throughout your life’s journey is paramount to our success together, we have chosen to use a flat-fee billing model for our services. The flat-fees are transparent, based on your current life situation and sets of documents needed, and agreed upon in advance. They represent our total commitment to you and your loved ones using our systematic method and include a complimentary 3 year review for inevitable life changes.
For our communities, we offer complimentary educational presentations on estate and legacy planning. In the words of Kofi Annan “Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family.”