Legacy Packages

I value personal and long-lasting relationships with my clients; therefore, I believe that it is crucial to have transparent, flat-fee packages. All of my packages are personal, comprehensive, and designed to actually work when needed.

I want to be the trusted advisor for your family.

Estate Planning

With our life and legacy planning model, we help you confidently make legal and financial decisions, so you know you have a plan to keep everyone you love out of court and conflict after you pass.

Kid's Protection Planning

For Minor Children . . . setting up short term emergency guardians and long term guardians is essential to peace of mind

Incapacity Planning

Planning for incapacity through the use of a Financial Power of Attorney, Healthcare Directives, and HIPAA Release forms

Schedule a 15 minute call

Let's talk and learn more about you and your family's wishes. Schedule a call with me by clicking below.

Schedule 15 minute call