Tell us a bit about who you are and the people you reach
We are an innovative forward thinking estate planning and probate law firm. We do not want to be like stuffy traditional law firms. We want our clients to feel welcome, confortable and feel we provide a safe space in which to think through hard decisions (a good karma place). We are focused on helping clients preserve family relationships by getting as many people as possible to plan for their own death and disability in advance through estate planning. We are doing everything possible to make estate planning as easy as possible by making the estate planing and estate administration process virtual in nature. We have videoconferencing for virtual appointments, a client portal, online bill payment, flexible payment plans, etc. We also help families through the steps necessary after the death of a loved one, which is a trying difficult complicated emotional time. We take the burden off the family and are their partners through the whole post death process (which is a celebration of life rather than a mourning of death). The audience for this work is every person above the age of 18 years.
We also provide business succession planning for entrepreneurs and business owners. We want to help as many small businesses survive the retirement, disability or death of the entrepreneur as possible.
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