Estate planning often involves some of the following documents:
As we provide counsel and guidance in your planning, we additionally offer the following estate planning tools:
In addition to front-end planning, we also provide back-end service in the following areas:
We charge only fixed fees. No surprises. No billable hours. Total transparency. We make difficult easy.
- Trust
- Will
- General Power of Attorney
- Health Care Power of Attorney
- Advance Medical Directive
- Revocable Living Trust
- Beneficiary Deed
As we provide counsel and guidance in your planning, we additionally offer the following estate planning tools:
- Testamentary Trust
- Irrevocable Life Insurance Trust
- Asset Protection Trust
- Special Needs Trust
In addition to front-end planning, we also provide back-end service in the following areas:
- Trust Administration
- Probate
- Revisions and Updates to Existing Estate Plans
We charge only fixed fees. No surprises. No billable hours. Total transparency. We make difficult easy.
Free Initial Consultation
We never charge for an initial meeting. In person. By phone. By Zoom.
No matter how me meet, our first consultation is free of charge.
No matter how me meet, our first consultation is free of charge.
Easy Pricing
All fixed fees. No hourly rates. No surprises.
Our Commitment: We Make Difficult Easy
Abundant Experience. Straight Talk. Fixed Fees. Superior Service.