Have peace of mind knowing your legacy is secure.
Transforming estate planning for your family’s legacy
All of our estate plan packages contain all the essential documents for your legacy plan. Whether you select a will-based plan or a trust-based plan, you’ll get all the documents you’ll need during your life and for your legacy. Each package includes healthcare and financial powers of attorney, living wills, medical directives, and instructions on what to do when the time comes to use these documents.
A modern approach
We use state-of-the-art video conferencing, notarization, and signing technology to handle everything from our initial consultation to signing your legacy plan documents. During the process, we’ll fully explain your options, the benefits of each, and answer all your questions. Then we’ll draft the legacy plan that works best for your family.