Estate Planning

We are really excited to let you know our firm partnered with a nationwide firm that works exclusively with financial advisors to facilitate solving for their clients Estate Planning needs. This is a firm that works with law firms in each state and leverages technology and estate planners on their team to create the state specific documents your family needs. They will be assisting me and you in reviewing existing trust and will documents, creating new documents, and making updates in the future when life events cause existing plans to become out of date. 

You know we are not attorneys. However, we can facilitate the creation of your estate plan by providing you access to the software and team. We will provide you the legal information you need to make good decisions to complete the process. We will still be maintaining our relationships with local attorneys for occasions that warrant legal advice, but this partnership will allow us to reduce the cost for high quality estate plan documents for you. 

We are excited about how this process has dramatically reduced the points of friction that previously kept a lot of our clients from completing the process before.