Working with us

We run a relationship-based law practice, with most services quoted on a flat-fee basis.

Our practice takes a collaborative approach to reaching your goals. We can work as a team with your trusted advisors to ensure you have a comprehensive plan. When the time is right, we can help explain your estate plan to your family and make sure they carry out the plan you put in place.

Consultation

We start by listening to what’s important to you. To help you make the best decisions for your family, we really want to hear about your priorities, worries, values, and goals. Every family and every financial situation is different and each has its own complexities.

Learning about the important people and the property in your life is our first step to making the plan that’s right for you. We continue the conversation throughout the planning process, and get some key info from you via questionnaire.

Building your plan

We’ll use your priorities as our guide and will explain the legal tools that work best in your estate plan. We’ll brainstorm with you about your choices, and make sure you are comfortable with your options and decisions.

We integrate legal, financial and business strategy to create your custom plan, while offering practical advice on who could serve as guardians, health care representatives, and those who will need to make very personal decisions on your behalf.

Our practice takes a collaborative approach to reaching your goals. We are happy to work with your trusted advisors to ensure you have a comprehensive plan. When the time is right, we can help explain your estate plan to your family and make sure they carry out the plan you put in place.

Finalizing your plan

Once the plan is shaped, we complete the documentation, and go over everything with you. We finalize the plan with your signature on all necessary documents and deliver a complete estate plan binder to you.

Keeping in touch

Life moves fast. It means estate planning is an ongoing process, not a one-time event. As things change in your life or your finances, let us know. We can make sure your plan still fits your needs, or get started on changes.