Estate Planning

Your family and legacy are important to you. We make sure they have the protection they need.

Estate Planning Services

• We offer a full suite of services for family wealth planning with a focus on small- and medium-sized business owners, including:

• Wills

• Trusts

• Powers of Attorney

• Tax Avoidance

• Complex estate planning services for High Net Worth individuals

Legacy Creation

Our specialty are trust-based plans that are customized to your values. If you had to choose to pass on your money, or your values, which would you choose? Here, we allow you to do both. Our innovative legal packages are designed around outcomes, so that your family can benefit from your values and your influence for their entire lives.

End-to-End Service

The typical estate planning service often doesn’t work like you think it does. Many, many expensive estate plans fail to fulfill the wishes of the people who paid for them. Not ours. We provide end-to-end service so that every one of your wishes is carried out properly. We wouldn’t want our families or our legacies to have gaps in them, so why should yours?