SMALL FIRM - BIG REACH

We are a small firm with decades of experience offering concierge estate and trust planning and administration. We specialize in complex estate and trust planning, and take pride in handling estate (probate) and trust administrations of all shapes and sizes.

Our hands-on approach allows us to provide honed attention to detail and compassionate support during difficult times.

We offer competitive rates, deliver seamless work and emphasize careful coordination to ensure all parts of the process work together smoothly.

“Coordination of care” is typically associated with healthcare, but it also applies to estate and trust planning, and the subsequent administration. We aim to ensure that the elements of your estate plan are aligned with your tax and financial professionals — not only during its creation but also throughout probate or trust administration after a loved one passes.

Is your current estate planning maximized for tax benefits? We’re happy to review the specifics.

This includes a thorough analysis of your existing estate plan and a conversation about how to improve communication and collaboration with your accountant and financial advisor.

Please contact us to schedule an appointment. We look forward to working with you.