I see every engagement as a personal relationship. I enjoy getting to know people and helping them solve problems, plan for their futures, and achieve peace of mind. After my clients sign their documents, I remain available to answer questions, share legal updates, and amend plans as circumstances change. My clients know they have a trusted advisor to call when various situations arise. I value that trust immensely.
I place great emphasis on education. I enjoy taking complex concepts and explaining them in an understandable way. Since I use flat fee billing for estate plans, my clients are comfortable asking questions without worrying about an escalating bill. By the time my clients sign their documents, they have a mastery of their plan. They understand what we did; why we did it; and what the key provisions of their documents mean. We always take the necessary time to get things right.
I give every client the same attention and care. There is no such thing as a “small” matter. My mission is the same in every relationship: Give my clients peace of mind and help them achieve their goals in the most efficient, cost-effective way possible.