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Ready For Estate Planning That's


It's Not About Documents, But Open Conversations 

Discussing personal matters among family members can be difficult. However, neglecting these conversations can cause more stress within our families. As your trusted advisor, we are uniquely positioned to help you facilitate these discussions.  You will experience a great sense of relief as you share your wishes with your loved ones. 

As you put these plans in place, your family will be able to better prepare to carry out your desires when the time comes. Our team of highly experienced estate planners and attorneys allows us to coordinate the creation of estate planning documents that will be the centerpiece of these critical conversations. 

Estate Plan Can Include


Certification of Trust

General Transfer

Financial Power of Attorney

Property Agreement For Community Property States

Medical Power of Attorney or Advance Health Care Directive

HIPAA release