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Contact us for your Free Strategy Session

At your strategy session we’ll get to know about you and your situation, learn about your goals, cover the basics of estate planning, and design a structure for your plan. Our estate planning clients will know exactly what they need to fit their situation and our Probate/Trust Administration clients will become familiar with the steps they must take and the duties they owe. A $350 value, offered at no cost to you and with no obligation whatsoever.

In office, In home, or Virtual meetings available. By appointment only please