Does your current estate plan really have your bases covered?
Take this quiz to figure out in ten minutes or less whether the estate planning you’ve already done actually has all of your bases covered. A thorough, thoughtful estate plan—which includes important arrangements as well as a signed will—protects your family and your legacy. It’s beyond worthwhile to get all the details right.
I love helping people through a difficult time either with planning for when they are gone, or helping those left behind when someone close to them passes away.
Not every profession gets the opportunity to engage with at least three generations of a family in one day. Helping families with inter-generational planning is a privilege & a unique dynamic to wills and estates.
A Roadmap for Estate Planning Peace of Mind
Creating an estate plan, including a will, doesn’t need to be complicated, time-consuming, or stressful. Our caring estate planning team members will help you cover all of your bases with a simple, supportive process. In the end, you’ll know you did exactly what you needed to do to take care of your family and your legacy. It starts with a phone call, and ends with profound peace of mind.
We’ll discuss your
notes, give advice,
and answer any
Our team will
your estate plan.
We’ll send you
a copy to ensure
When you’re confident with your plan, we’ll make it official