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.
FAMILY
WILL PLAN
-
A Will with one trust Provision for children and/or grandchildren
-
A Health Care Directive with Living Will provisions
FAMILY
WILL PLAN
WITH TAX
PLANNING
-
A Will with Trust Provisions for children and estate tax minimization
-
A Health Care Directive with Living Will provisions
​
OTHER
SERVICES
Additional services we can provide include:
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.