We guide our clients through the creation and implementation of comprehensive wills and trusts so that you can provide for your treasured people, pets, and charities with confidence and ease.

We offer full service estate planning as well as DIY options. We focus solely on non-taxable estates (less than ~ $12.9 million per person as of 2023).

We believe that pets are an important part of our families and should be included in estate planning, in order to reduce the risk that pets will end up in shelters or worse. The best person to provide a home to your pets is not necesarily the same person you would choose to manage your finances.

Check out the FAQs on our website, follow us on social media, or schedule a call or zoom at to learn more. We look forward to hearing from you.