You focus on your family. We’ll focus on the rest.
Trusted expertise for all of your estate planning, elder law and estate probation needs.
On the surface, estate planning and related services – including elder law, probating estates and living trusts – may seem morbid. In fact, many people would rather not think of them at all. After all, these types of plans are focused on what happens when you or a loved one passes, or becomes incapacitated.
As a result, some people avoid the issue by not thinking about it or planning at all. However, without an effective plan, you lose the opportunity to ensure that your choices are communicated to your loved ones, and also your ability to control the legal process following death or disability.
Our team has special expertise in all estate planning, elder law, estate probation and trust management services.
We offer a comprehensive, defined system that focuses on your family’s needs throughout the process.
Estate planning legal messaging often focuses on fear. We take a different approach, focusing on opportunity and choices.
We offer both in-person and virtual consultation options, meeting you where you are.
Without the overhead of a traditional brick-and-mortar firm, we can offer highly competitive rates for all of your planning needs.
The Plan Firm was founded on one simple idea: Family. We’re passionate about our families, and about ensuring peace of mind for yours.
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