Advantages of Working With Our Firm

Here is just a sample of the benefits of working with our office:

• FREE Client Webinars. We regularly offer webinars and presentations exclusively for our clients on various estate planning topics. Some of our recent topics include Trustee School, Understanding Your Estate Plan, Funding Your Trust, and educational events in partnership with the Alzheimer’s Association.
• FREE announcements of dates, times and topics for future educational seminars available to the general public.
• 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.
• FREE regular Legacy and Estate Plan checkups, with more frequent reviews available if you so desire.
• FREE phone support and emails with your attorney. Answers to your estate planning questions are never more than a phone call away. Whether you need specific help with your own trust or want information on other estate planning strategies, call our helpful staff.

Finally, as a member of the American Academy of Estate Planning Attorneys, our firm has a wide range of benefits to offer you. For example, we can provide you with access to a nationwide network of qualified attorneys who can assist you with out-of-state transfers of title, provide help should you move to another state, or simply offer a referral to an out-of-state friend or family member who needs estate planning help.

In addition, the Academy provides its members with substantial legal, technical, and practice management support to ensure we provide high-quality estate planning services to our clients.

If you need assistance with a comprehensive estate plan, living trust, or are dealing with the probate of an estate, send us a message or call our office at (707) 769-9975.