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Your Family and Your Estate

We work with your attorney to draft and maintain your wills and other documents, including advanced directives for health care and financial powers of attorney. We also offer trust investment and administration services to help protect your estate and provide for your family. Like financial planning, estate planning is an ongoing process of periodic re-evaluation. We act as a liaison between you and your attorney to ensure that your estate documents maintain relevance and are properly implemented via asset titling, etc.

Learn more about Estate HERE