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Services

WILLS, TRUSTS &  ESTATES
PROBATE & ESTATE ADMIN.
ELDER LAW MATTERS
TRUST ADMIN.
BUSINESS SUCCESSION PLANNING
The key is to take action on your most important matters! 
 
As life changes, so will your plans.  

 

The Process

Regardless of what type of work we are doing together, each process starts with a 15-minute discovery call to make sure we are on the same page .

 

Once we begin our work, the steps for building your peace of mind include:

1. Discovery Call through a phone or Zoom call