At most estate planning firms, the attorney-client relationship ends when you sign your documents and walk out the door. For us, however, the signing of your documents is just the beginning. We want your legal documents to be the start of, not the end of, our relationship with you. We can best serve you and support your goals as your trusted advisor, rather than merely your document preparer. We want to be there for you and your family, throughout your lives, to offer guidance and counsel as your situation changes and your assets grow.
If your plan does not keep up with your ever changing life, over time, it will cease to be effective. That’s why we offer a complementary plan review every three years for all our clients. But it’s not just your financial assets we’re concerned about. We know your most important assets are the intangibles you’ve created throughout your life. We’ll help you preserve and pass on your love, knowledge, stories, experiences, and wisdom for your children (and your children’s children). We want you to leave a lasting legacy and help your family build wealth – real wealth – from generation to generation.