Gain peace of mind about your
future with estate planning

Estate planning covers more than death — it also ensures your wishes are clear during a medical issue or disability. We know death and disability aren’t fun topics to think about, but having an estate plan is an incredible gift to your family because it allows them to focus on their grief and their memories instead of the legal stuff. 

We firmly believe that everyone needs an estate plan, and we strive to make it as simple as possible with upfront pricing and a streamlined process.

Last Will & Testament

Last Will & Testament with Testamentary Trust

Revocable Living Trust

We help make a difficult topic easier to navigate.

Our Estate Planning Process

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Schedule a Consultation

During the consultation, we’ll listen to your goals and concerns related to your estate plan and discuss the options available to meet those goals and diminish any concerns.

Front view of businessman or employer sitting at his office desk signing a contract or employment paper with a pen.

Complete Intake & Planning Process

After signing the engagement letter and paying a deposit, you’ll complete the intake form to provide all necessary details. We then design a comprehensive plan for your review.

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Sign & Finalize for Peace of Mind

The final step is to meet in person to sign your plan with a notary and two witnesses. This step can happen as quickly as a few weeks after we receive the details.

Ready for peace of mind about your future?

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