- Customized Plan – we do not believe that one size fits all nor that cookie-cutter plans are right for everyone. You are an individual and unique. Your trust documents should reflect your uniqueness.
- Responsiveness – we reply to e-mails and calls as soon as possible and within 1 business day. We are available and accessible. We take the time to listen to you.
- Legal Work – we personally work on and draft your estate planning documents. We meet with you and interview you personally. We are there at your final signing to answer any last minute questions you may have.
- Knowledgeable and Detailed – our practice area is wills, trusts, and probate law and we stay on top of all legal developments in this area. We explain and take the time to answer your questions, however small. We consider all costs and taxes involved in estate planning. We are thorough and we make sure that all details are covered.
- Efficiency – the estate planning questionnaire is comprised of fillable PDF forms for your convenience.
- Reasonable Fees – we neither charge the lowest nor the highest among lawyers who specialize in estate planning. You get access to someone at a partner level at a law firm without the overhead of a firm. You also do not get someone who is spread thin in practicing many areas of the law. You get quality, price, and value at our office.
- Holistic Law – we have a “holistic” approach. We emphasize the importance of the whole and the interdependence of its parts. This means that we look at your business, your family and you, and tie them together to provide you with a complete solution for your whole life. How else can you truly be successful and pass that success on to the next generation?
Please contact us today to make an appointment.
We provide fillable PDF questionnaires to collect estate planning information. This will allow you to enter information at your convenience and to save your information for future edits if needed. This checklist is designed to help you gather the necessary information to get started on estate planning. The time you spend completing this form will greatly increase our efficiency and our ability to deliver appropriate quality service to you.
