Advantages of Working With Our Firm

Here is just a sample of the benefits of working with our office:

  • FREE unlimited telephone support. Answers to our estate planning clients’ questions are never more than a free telephone call away. Whether you need specific help with your own Trust or just want information on other estate planning strategies, give our helpful staff a call.
  • FREE My Legacy Workbooks for clients to complete and share with their families about their childhood, influences and memories.
  • FREE Client Seminars. We regularly offer seminars and presentations exclusively for our clients on various estate planning topics.
  • FREE one-hour consultation during those difficult days after the death of a loved one. During this meeting, we’ll be available to help guide you through the essential steps you’ll need to undertake in the administration of the Trust. If you need additional support, our services will be available to you or the surviving Trustee at an hourly rate.
  • FREE regular Legacy and Estate Plan checkups, with more frequent reviews available if you so desire.
  • FREE parking in our office building whenever you visit.