Estate Planning

Our firm offers Estate Planning services included as part of our ongoing financial planning services to our clients that consists of education on estate planning topics and the collection of general information necessary to complete a new estate plan or review a current estate plan. For clients engaging in financial planning services with our firm, there is no separate fee for estate planning services.

Our firm utilizes the services of Trust & Will, a third-party digital estate planning service for clients who have the need for estate planning review, creation or updates.