Here is just a sample of the benefits of working with our office:
- FREE Living Trust Identification Cards: These wallet-sized laminated cards with our office address and phone number on one side, and the name and date of your Trust on the other will serve as a handy, on-the-spot reference whenever you buy new investments, open a new account or conduct a transaction for your Trust.
- FREE unlimited telephone support: Answers to our estate planning clients’ questions are never more than a free telephone call away. Whether you need specific help with your own Trust or just want information on other estate planning strategies, give our helpful staff a call.
- FREE Client Seminars: We regularly offer seminars and presentations exclusively for our clients on various estate planning topics.
- FREE announcements of dates, times and topics for future educational seminars available to the general public.
- FREE one-hour consultation during those difficult days after the death of a loved one. During this meeting, we’ll be available to help guide you through the essential steps you’ll need to undertake in the administration of the Trust. If you need additional support, our services will be available to you or the surviving Trustee at an hourly rate.
- FREE parking in our office building whenever you visit.