Our Planning Process

We’ve designed our estate planning process to achieve this goal by:

  • obtaining all relevant information from each client;
  • providing each client with the information (s)he needs to make informed decisions about the key aspects of his/her estate plan;
  • working with each client to identify his/her unique estate planning goals;
  • designing and drafting a comprehensive and coordinated set of estate planning documents that can achieve those goals; and
  • helping clients keep their estate planning documents up to date.


More to come….