Welcome

We guide and assist individuals and couples who genuinely desire to be good stewards while leaving a legacy for their families and their community. This is accomplished through thoughtful discussions, and developing a simple, efficient and cost-effective estate plan.

Plainly speaking, we develop relationships with our clients. Each client has unique needs, desires and intentions. We take the time to listen and learn, and advise accordingly. Our ideal client is an individual or couple who truly understand stewardship. This means that their assets and wealth are gifts to be managed for their lifetime, and upon their death are to be properly placed in the care of another good steward for future use and benefit. While this may include an inheritance for children and grandchildren, it also contemplates charitable gifts.

Simplicity and efficiency are often the keys to a successful estate plan. Although a thick binder full of fine paper with fancy writing may appear impressive, those with such an estate plan may not even understand what they just signed. An estate plan instead should accurately reflect the character and interests of you and your family. We schedule one-on-one consultations by video or phone in order to better understand your needs, desires and intentions. We then hand-craft the necessary documents, and meet in person to thoroughly explain each part. We do all of this for a reasonable flat fee so that our clients know what to expect up front, without surprises.