Services
What We Do
- One-on-One consulting for approximately 1 hour to discuss how to develop your estate plan.
- Provide a Word compatible or fillable PDF estate template to assist family members and professionals in dealing with your affairs in the event of your unavailability, disability or death.
- Provide best practices on how to organize your estate documents.
What We Don't Do
- Provide legal advice.
- Prepare wills, trusts, or directives.