Advantages of Working With Our Firm
FREE Living Trust Identification Cards. These wallet-sized laminated cards with our office address and phone number on one side, and the name and date of your Trust on the other will serve as a handy, on-the-spot reference whenever you buy new investments, open a new account or conduct a transaction for your Trust.
FREE unlimited telephone support. Answers to our estate planning clients’ questions are never more than a free telephone call away. Whether you need specific help with your own Trust or just want information on other estate planning strategies, give our helpful staff a call.
FREE Client Seminars. We regularly offer seminars and presentations exclusively for our clients on various estate planning topics.
FREE one-hour consultation for estate planning and probate. During this meeting, we’ll be available to help guide you through the essential steps you’ll need to undertake in the administration of the Trust. If you need additional support, our services will be available to you or the surviving Trustee at an hourly rate.
FREE Legacy and Estate Plan checkups, with more frequent reviews available if you so desire.
FREE parking in our office building whenever you visit.
IS YOUR PLAN OUTDATED?
Change is inevitable.
Ensure that your plan is not outdated.