Method of Operation

Our method of working with clients is quite simple and straightforward. We meet with the client and learn about their specific requirements, goals and particular circumstances then make a recommendation along with the cost to do the work recommended.

We DO NOT charge for the time spent answering questions, evaluating the client's estate, making a recommendation, or the time involved in fact finding and the interview process. The price quoted to create an estate plan is based upon a published fee schedule and is NOT based on the value of the client's estate.