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Advantages of Working With Our Firm 

Here is just a sample of the benefits of working with our office:

  • FREE Living Trust Identification Cards. These wallet-sized laminated cards with our office address and phone number on one side, and the name and date of your Trust on the other will serve as a handy, on-the-spot reference whenever you buy new investments, open a new account or conduct a transaction for your Trust.

  • FREE unlimited telephone support. Answers to our estate planning clients questions are never more than a free telephone call away. Whether you need specific help with your own Trust or just want information on other estate planning strategies, give our helpful staff a call.

  • FREE My Legacy Workbooks for clients to complete and share with their families about their childhood, influences and memories.

  • FREE subscription to our quarterly newsletter, Your Estate Matters, where you'll learn about estate planning topics and other informative subjects relevant to you and your family's needs.

  • FREE Client Seminars. We regularly offer Seminars and presentations exclusively for our clients on various estate planning topics.

  • FREE announcements of dates, times and topics for future educational seminars available to the general public.

  • FREE DocuBank subscription for 1 year.

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