Our representative will meet with you for a no-charge consultation to glean all the necessary details of your estate.

Your Estate Planning Representative will meet with you for a complimentary consultation to gather all the necessary details of your estate. This team member has the expertise to ask critical questions, forming the basis for a comprehensive plan that addresses various complexities: blended families, children with special needs, homes, vacation properties, retirement investments, bank accounts, mineral rights and business interests. Each of these elements has unique considerations.

We will review and assess every detail of your estate and your wishes to develop a clear action plan. During the review, we will explain the basics of estate planning and how we can collaborate with our partners. Depending on the complexity of your estate, we may involve subject matter experts in the review process. We want you to know that we aim to ensure you fully understand the process and its components, working closely with you to ultimately give you the peace of mind your family has been searching for.