Our offices are officially open and we have resumed face to face meetings. We will continue to offer legal services to all of our clients who choose to meet with their attorneys virtually. Please contact us at 800-756-5596 to talk to an associate or to make an appointment.
Estate Planning Testimonials From Our Clients
Our clients are raving about the services we provide. Read our testimonials to see what your neighbors are saying about our law firm, including the problems they were facing before they came to us and how we were able to create an estate plan that met all of their needs.
When You Want the Very Best for Your Loved Ones, Choose Us.
Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.