The Estate Planning Process
Existing Client Resource Center Access
How We Partner With Professionals
Wills, Trusts and End Of Life Care
An estate plan is important for everyone, regardless of age or net worth. A complete estate plan can include wills, trusts, powers of attorney, and advanced directives.
Accountants
Tax Professionals
Physicians
Documents You'll Need
The Estate Planning Process
Frequently Asked Questions
What types of services can you provide?
What are your rates?
Can you accept payment plans?
Will I have access to my attorney via the phone or online?
How is this different from an online document prep company?
Are there additional filing fees?
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Do you store copies of my plan?
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What is considered incapacity?
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