Our Method

We use a four-phase approach to develop, implement and maintain your estate and continuity plan.

Listening & Reviewing

Understanding your objectives.

We understand your objectives, inventory your family balance sheet and review your estate plans.

Findings & Options

Developing a plan.

Working with your advisors, we co-develop a plan meeting your legacy objectives.

Implementing Your Plan

Efficiently coordinating.

We coordinate implementation of your plan with help from your advisors.

Maintaining Effectiveness

Keeping it right.

We maintain and monitor your plan so it continues to meet your objectives.