People who care about you, your situation and your family and beneficiaries. We promise personalized, caring, and compassionate service. Our rates are very reasonable compared to other professional alternatives in part because of our low overhead. We have vast experience in both business and law enabling us to better serve your needs and interact more effectively with third parties on your behalf. The confidence that we will do everything we can to provide you with peace of mind as you transition. We offer a no charge 60 minute consultation so we can get to know you, your situation and your desires. Equally important, we want you to get to know and trust us. We want us to be a great fit for you, your family and your beneficiaries. What we don’t do We do not act as your Trust and Estate attorney to draft your Power of Attorney, Trust or Will documents We can and do administer and interpret them and collaborate with your Trust and Estate attorney. We do not act as your health care attorney-in-fact. We do not provide financial investment advice but have a number of resources we can direct you to who do that type of work if you do not already have trusted financial advisors.