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OUR

SERVICES

Want to secure your future? 

Here are the ways we can work together to do that.

INITIAL

CONSULTATION

There is no charge for our initial consultation.

We take the time to discover your needs and, together, we’ll determine the best approach for fulfilling your wishes.

BASIC

WILL PLAN

​

FAMILY

WILL PLAN

FAMILY

WILL PLAN

WITH TAX

PLANNING

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HOW WE

CHARGE FOR

OUR SERVICES

After we have explored your unique estate planning needs during the initial consultation, we quote a fee before beginning any work.

Our rate card is available on request. We only charge additional hourly fees if absolutely necessary.

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