Our Estate Planning Process

Every family is different. Whether a Will or Trust-Based plan is right for you depends on your goals and objectives related to caring for your family once you are gone, as well as other factors. We'll review the options together, discuss the differences of each, and then you can make an informed decision to use either a Will or Trust for your main vehicle of distribution.

The packages listed below show how comprehensive our plans are. During your Perfect Plan Meeting™, we will discuss your family and how best to protect them—that is how we will determine the best plan for you. The benefits of setting up a great plan now far outweigh the initial investment. In many cases, you could be saving your surviving family members thousands in legal fees and court costs.