No one has ever risen to the top without a little help from others. Our relationships are built on the same philosophy: teamwork.
As an estate planning law firm, we work closely with other professional advisors, including Certified Financial Planners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, tax advisors and other attorneys. We believe the team approach provides our clients with the most comprehensive, realistic and effective estate plan.
To that end, we strive to keep all members of the team involved and informed at all stages of the estate planning process. We understand the financial planning process and are positioned to work closely with financial advisors and their clients. With client approval we are eager to have you be a part of our client meetings.
Have you been frustrated by your experience with other attorneys? Maybe you have seen that:
- It takes too long to get anything done.
- The fees seem to high for what was accomplished.
- You weren’t kept in the loop about the plan design.
Once we are hired, we commit to a 30-day delivery. That means once the client hires us they will get a firm date on our calendar to sign their documents within 30 days. We will make sure the work is done by that appointment; no excuses.
Our estate planning fees are quoted and based on flat fees before we start any work. If we provide our service for a good value, our mutual client will be satisfied. There are no surprise hourly fees when we prepare estate plans.
With client permission, we will keep you informed every step of the way. And (again with client permission) we desire to have you involved at each and every meeting at our office, your time permitting.