Gift Cards
DO YOU KNOW SOMEONE THAT NEEDS TO BETTER PREPARE FOR THEIR FUTURE?
SEND THEM A GIFT TO START PLANNING TODAY!
INITIAL ESTATE PLANNING MEETING
DURING THIS INITIAL MEETING, WE WILL ASCERTAIN YOUR OBJECTIVES AND GOALS. THEN, WE WILL SPEAK WITH YOU ABOUT PREPARING A LIST OF ITEMS NEEDED TO PREPARE YOUR LIVING TRUST.
FINAL ESTATE PLAN
ONCE YOUR LIVING TRUST HAS BEEN DRAFTED, WE WILL PROVIDE A NOTARY TO ASSIST YOU WITH SIGNING IT.