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With Estate Planning, our goal is to help our clients and their families protect their hard-earned assets and leave a legacy for generations to come. Our team of experienced, knowledgeable and caring attorneys, paralegals and support staff are devoted to providing you with the individualized and comprehensive service you need and deserve.
Events that may require review and revision of your existing estate plan:
Proper Funding of Your Trusts
Tax Law Changes
New Estate Strategies
Estate Planning Law Changes
Attorney Access, Annual Review & Family Meetings
Secure Document StorageSecure Storage of Original Documents at Firm Storage Facility
Discounted Legal FeesNew Estate Planning Documents Receive a 25% Discount from Price Schedule
Estate Planning EducationEstate Planning Newsletter
DocuBank is for those seeking to avoid the distressing guesswork that can occur under emergency hospitalization. By including this feature in your purchase, you will be provided with a DocuBank card. In emergency situations, this will give loved ones or hospital staff instant access to your important information. This includes documents such as Health Care Powers of Attorney and Living Wills, and information such as medical conditions, allergies, and emergency contacts.
For more comprehensive document storage, Yourefolio is second to none. By including this feature in you purchase, you will be given unlimited cloud storage space for all of your essential life documents. This includes not only your Estate Plan documents, but also any documents that are important to you, legal or otherwise. You will be able to share this important documentation with family and financial advisors, applying customizable limitations to each individual and giving easy access to those who need it most. Additionally, you will be provided with easily digestible summaries of your Estate Plan components, allowing you to ensure that your finalized Estate Plan aligns with your wishes.
Download the PDF version of the Legacy Plan HERE.