Here is just a sample of the benefits of working with our office:
- FREE phone calls for life. 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 estate planning seminars. We offer free seminars and presentations to the public on various estate planning topics.
- FREE announcements of dates, times and topics for future educational seminars available to the general public.
- FREE eAlert with news and announcements delivered monthly for our friends and clients with email addresses.
- FREE one-hour consultation during those difficult days after the death of a loved one. During this meeting, we’ll be available to help guide you through the essential steps you’ll need to undertake in the administration of the Trust. If you need additional support, our services will be available to you or the surviving Trustee at an hourly rate.