Who We Work With

What makes for the perfect working relationship?

● Value quality and customization over quick, simple, standard forms.

● Are busy and appreciate a streamlined process involving Zoom and digital forms.

● Trust in professional guidance and want real legal advice, not just a document preparer.

● Value mutual respect and are ready to thoughtfully move forward with planning.

● Appreciate the experience, education, and focused practice necessary to design and implement a proper estate plan.

● Are looking for the least expensive, one-size-fits-all solution.

● Have family infighting or whose case is contested.

● Are not comfortable using modern technology like email and video conferencing.

● Want to create plans for their parents or be involved in their parents’ estate planning.

Learn more about each of our areas of expertise.