Estate planning is the heart of what we do. We also serve as a strategic business advisor, guide families through guardianship, and handle probate & trust administration — the moments when an estate plan either holds, or doesn't. Every engagement starts with a clear scope and a flat or fixed fee.
A will is a piece of paper. A trust is a piece of paper. A power of attorney is a piece of paper. What you actually need is a plan — a set of decisions, made carefully, that holds together when life happens.
Every engagement starts with a conversation, not a template. We listen first. We talk about your family, your assets, and what you actually want to happen — not the worst-case scenarios that other firms lead with. Then we design.
Because the plan you sign today needs to fit the family you'll have in ten years, every client is invited back every three years for a review. At no additional charge.
Each service has its own page with what's included, fee structure, and how to start. Tap any card to read the details.
A Will or a Trust — it's up to you. Our Life & Legacy Planning Process™ tailors a plan to your family — customized, not templated.
When a loved one can no longer make decisions safely — we walk families through the court process with care, and try less-restrictive paths first.
After a loved one passes — we handle filings, notices, distributions, and tax, and we'll tell you up front whether you need us at all.
For owners — entity structure, succession, buy-sell, integrated tax & estate strategy so the business outlives its founder.
For work where the scope is knowable up front — estate plans, trust administrations, most probates.
For multi-stage work where each stage has a clear deliverable — contested probate, complex trust admin.
For litigation, guardianship contests, and truly unknown scope. Always with a written estimate.
We've been thoroughly satisfied with John's work and the entire process of creating an estate plan. John took a lot of time to understand our particular needs and develop a custom plan. He isn't just selling a cookie cutter package.— James V. · ★★★★★ on Google