About us

Our firm provides you with all the documents necessary to complete a comprehensive estate plan that allows for simplified administration of assets during your lifetime, as well as after death. Additionally, your plan will minimize estate tax exposure and allow you to pass more of your estate onto your heirs. The process begins with your initial discovery meeting with one of our planning consultants who will discuss with you what kind of decisions you will need in selecting your heirs and who will administer your estate. Your consultant will also gather information regarding your current estate, which will be given to the estate planning attorneys. Once the attorneys have received all of your information, they will call you to discuss your decisions, and at that point will decide as to a suitable estate plan that will fit your needs and estate value.