What Makes Our Firm Different

Our firm strives to do things differently in order to make sure plans are in place to meet your goals.

PERSON-CENTERED PLANNING

Every client is different. Each of you have different goals, different assets, and unique families. During our initial meeting with you, we take time to get to know you. This helps our attorneys determine what your goals are and what documents or processes are needed to get you there.

We take a holistic approach to estate planning — we look at you as a whole person and not just a person who needs a will. Your estate plan should not be the same as anyone else’s plan because you are a unique individual!

HIGHLY APPROACHABLE

Our attorneys, Amy, Mary, and Katie, are friendly and easy to talk to. We care about our clients. The attorneys and staff want to make sure you understand the process and documents you sign. We strive to explain legal documents and answer your questions in language that is clear and understandable.

COLLABORATIVE METHOD

Our attorneys work as a team. Working with one attorney means you get the benefit of the advice and experience of the other attorneys at the firm.

Amy, Mary, and Katie also collaborate with your financial advisor, CPA, and other trusted professionals to ensure your plan is fully in place.