Estate Planning & Elder Law Services
Preparing Wills & Trusts
Save your family money on taxes and time in court. Protect their inheritance from lawsuits, bankruptcy and divorce.
Long-Term Care Solutions
Prepare for the unexpected with confidence. Manage home care and nursing home expenses, while still protecting your assets.
Estate Litigation
If your family assets are under threat from stressful legal proceedings, our team of level-headed litigators can help.
Advanced Estate Management
Our most comprehensive legal and financial support offers advanced estate care and wealth protection.
Your Client Service Experience: What to Expect
Once you’ve been in touch with our firm to discuss your needs, this is the process you can expect as you work alongside our team…
Step 1:
Legal Consultation
This meeting is about gathering information to understand the nuances of your family and estate needs. We’ll outline the foundation for our work together in a personalized service agreement, and initiate your first payment at this time.
Step 2:
Customized Plan Design
With a sense of who you are, and what your estate truly needs, we’ll work together at this stage to design a fully customized plan that brings your legal needs, family care specifications, and financial goals to life.
Step 3:
Financial Stability Assessment
This meeting is about getting a clear picture of the health of your estate, and as fiduciary guardians, it is our responsibility to help you mitigate risk with comprehensive legal, financial, and tax advice.
Step 4:
Document Review & Signing
Now that the legal documents have been drafted, you and the key decision makers of your estate will come together with us to review and sign the documents we’ve created to support your estate.
Wrap Up & Ongoing Support
Having completed the legal documents you hired us for, your active file — and the process associated with it — comes to a close. We’ll send you a review letter that summarizes the good work we’ve done on your file, and will initiate your final payment.
Beyond the specific legal work you hire us for, we offer a variety of ways that you can stay in touch, and keep learning about the best ways to protect your estate and family interests.
We send out newsletters with important updates and tips, offer regular no-cost seminars, and always encourage you to pick up the phone and call us if you ever have questions or need a review of your estate plan.
“I would like to thank you for your help in preparing my legal documents. The service I received was outstanding.””
★ ★ ★ ★ ★
- B.D.“The service is excellent, we have already recommended multiple friends to the firm and we will continue to refer friends and family.”
★ ★ ★ ★ ★
- H.H.“Everyone in your office is very friendly and helpful. We enjoyed meeting and working with you all.”
★ ★ ★ ★ ★
- B.T.