Reviews

Thank you Shannon for being so efficient and easy to work with. I appreciate everyone in this office. They were so kind and respectable. Sincerely, Paulette Hilse

The team did a very nice job of my estate plan but made sure I had the whole set of documents needed for smooth succession including PoA HIPPA etc. They also have been excellent about follow up on what only I can do to get the plan funded. I strongly recommend them, as much for the work they do up front to understand what you want to accomplish and what you require, as for the well crafted documents in the estae plan.