Ensure your loved ones are taken care of, and prepared


We believe estate settlement is a time for grief and comfort, not the undue stress of tracking down records, assets, accounts, policies, liabilities, legal contracts, and other documents. To protect your family – and legacy – with preparedness, we walk you through something we call The Family Inventory checklist. Gathering all the necessary documents and details in one place, this checklist helps your loved ones:

  • Locate necessary documents
  • Identify professional advisors
  • Estimate the value of personal assets
  • Consolidate a record of personal and business investments
  • Itemize real estate, life insurance and pension plan information
  • Keep track of the latest Wills and Powers of Attorney
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Simplify & secure your legacy

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We are your partners in lifestyle and legacy – here to protect your family and all you’ve built with expertise and dedication.