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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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Workshop Estate Planning

Learn the basics from a seasoned estate planning attorney and get the benefit of group Q&A.
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Crunch Time Estate Planning

Urgent? In a rush? No problem. We pride ourselves in navigating short timeframes when necessary.
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Probate, Estate & Trust Admin

Looking for support and guidance as you go through the process of probate, estate and trust administration?
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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.


Why You Don’t Need an Estate Plan

(unless you do!). Some folks are either too busy or not convinced that they need an estate plan. Either way, we are here to help you check this item off your list. Let’s start with why you don’t need an estate plan. If we can agree on that, we don’t need to get to the too busy part. And if you decide you really do need some planning, the too busy part should resolve itself.
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Reach out to us!

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

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