No matter what stage of life you are in, we bring clarity, order and peace-of-mind to your day-to-day affairs by offering:
Development of Successor — Survivor package:
This is a book of information all about YOU! In it, we will provide every detail of information that your children, POA or trustee will need to manage your affairs should something happen to you. We will assists you in collecting all the data needed and provide you with a finished copy in a binder as well as on a USB. This tool not only helps you and your family when the time comes, but also helps us get to know you and to determine where there might be outstanding issues that need to be addressed. Please contact our office for full list of options provided!