Limited Time Promotion
FREE Estate Plan Review
This is an opportunity to have your current Estate Plan reviewed and assessed based on your present goals and needs. Please contact us and we will coordinate the review of the documents and subsequent conversation to discuss any findings or opportunities.
Estate Planning - Basic Package Includes:
Trust and/or Will
Durable Power of Attorney
Other Ancillary Documents
*some requests may not be reviewed due to situs of trust, domicile or other factors that will affect the proper review of the documents by firm attorneys