Estate and Trust Planning

Everyone has an estate. It’s not just a concept for the wealthy or retirees. Its everything you own: your checking and savings accounts, your car, your home, all your worldly possessions. It’s also everything you owe: your debt, your tax liability, and the costs you’ll incur when you die, including expenses for your funeral and your estate.


How can I make sure my estate is handled the way I would like?


We’re here to help. Comprehensive financial planning includes preparing for the inevitable. We’ll work with you to make sure you’re prepared.


Our process to help you reach your financial goals

Initial Inquiry

Fill out our questionnaire

Initial Meeting

View sample plan, fee estimate, collect documents and deposit

Goals Session

Review of spending and cash flow and set financial goals

Interactive Session

Review work in progress via phone, Skype or online desktop sharing

Presentation Session

Provide recommendations and implementation advice, plus follow-up advice

Monitoring & Follow up

6-month checkup, implementation support


*Normal complexity