Services
What We Do
- Your first call with us is complementary and includes a brief overview of estate plan organization.
- For clients who wish to go beyond the basics, we offer tailored estate organization services at an additional fee.
These tailored services include:- One-on-one confidential consultation.
- A customizable estate template to assist family members and professionals in dealing with your affairs in the event of your unavailability, disability, or death.
- Best practices on how to organize your estate documents.
What We Don't Do
- Provide legal, insurance, or investment advice.
- Preparation of wills, trusts, or directives.
- Offer tax or accounting services.