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Estate Planning for Every Legacy.

Build wealth, live your dreams and care for the people you love.

Choose the service that’s right for you:

First Step Estate Planning

Get started with essential documents: will, trust, and power of attorney. Create your first estate plan – done right with room to grow.
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Concierge Estate Planning

With over 20 years of experience, we have the tools and expertise to help you envision, create, and secure your legacy.
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Legacy Coaching

As true counselors at law, we go beyond the strictly legal to help you navigate the complexity of big, difficult decisions.
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What makes us different is our ability to provide an insightful, big picture approach based on a deep understanding of our clients’ needs, goals and ethics.



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Estate planning can seem daunting but we can guide you down the right path with ease.

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