CLEAN AND SIMPLE

Over the years we have refined how we do business to create a process that facilitates getting your estate plan in place in the most clearest and most expeditious manner possible.

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After the initial engagement steps are completed, we have three straightforward steps: 1) we work with you to gather the information needed to complete or update your plan; 2) we create the plan and draft the documents; and 3) we review the plan with you then execute the documents.

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PowerPoint Video: The Estate Planning Process (3:01)

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(Click image to magnify).

OUR COMMITMENT TO EARNING YOUR BUSINESS

Our value proposition to you is quality, and we believe there are some things you just shouldn't cut corners on.  We also understand that a true commitment to quality precludes us from undercutting every discount attorney out there.  Nevertheless, we are committed to doing all we can to work within your budget by being as flexible as we can with our fees and terms.