We understand how precious life and loved ones are. Everything we do is designed to help you leave a conscious legacy for generations to come.
Meaningful Connection
You're more than a client, and we're more than your lawyer.
We’re not here simply to provide with a set of legal documents — we’re here to serve you and your family in the truest sense, which means understanding your values, priorities, and wishes. To make sure we do, we take time at the start of every Life + Legacy Planning Session to learn about your family, personal hobbies, and interests. Building a foundational, personal relationship enables us to guide you through the planning process in the most productive and meaningful way.
Exceptional Service
We believe that EVERY adult deserves a customized, thoughtful plan to keep their loved ones safe and free from court and conflict. (No DIY plans or template document sets over here!)
This is especially true if you’re a parent of little ones — a well-crafted plan can help ensure that your children are always with those you love and trust and who will raise them with the same principles and approach to life.
We take on just a few clients a month so that we're able to consistently provide first-class, personal service. And to ensure that your plans stay up to date as laws change, assets grow, children mature, and family dynamics shift, we check in every three years to make sure your plan is up to date and never stale.
Client-Centered Approach
Life is hectic. And if you have little (or not so little) ones, five minutes to yourself too often feels like a pipedream.
That's why we meet virtually and set aside time each month for evening and weekend Life + Legacy Planning Sessions. Being busy should never stop you from getting a great plan in place.
Oh, and we work exclusively on a flat fee basis.
You'll always know exactly what you're getting charged, and you'll never get a surprise bill in your inbox or mailbox for a 15-minute phone call. Have questions? Ask away! We want your plan to reflect YOU as much as possible, so we always encourage communication and will never charge extra for it.