why we do it

Our firm focuses on the individual desires and abilities of each client so we can meet your needs as they are today and evolve with you as your needs change. While we have efficient systems and processes in place to ensure a consistent outcome, we recognize each client has an individual lived experience that shapes the way you interact with our team and the way you need our team to support you. Whether that means alternative means of communication, special accommodations for disabilities, added clarity and education to equip you to plan for your future, or walking beside you to provide answers and guidance as you navigate the death of a loved one. 

We focus on your changing needs and stay flexible to meet them.

Relationships are hard, among families, clients, and co-workers. It is easy to internalize the behavior of another as an individual attack when they may simply be going through a difficult time and have no means to express that. We focus on compassion for others and for ourselves in our day-to-day interactions. We believe that “clear is kind”. Whenever there is a challenging interaction, we stive to communicate clearly to get at the root of the issue and work to resolve it. For clients, planning for your ultimate incapacity or death, or processing the death of a loved one is extremely stressful, and we recognize that. For team members, assuming the best intentions of colleagues and clients creates an environment where people feel supported and able to ask for help when needed. Worry, illness, and grief touch each of our lives. Keeping that top of mind keeps us rooted in compassion.

Staying curious about others and listening with empathy allows us to work together for the best outcomes.

We believe in setting clear expectations and delivering on them consistently. Our firm operates with a commitment to reliability and excellence in every aspect of our work. From the initial consultation to the execution of legal processes, clients can trust that our team will consistently provide high-quality, dependable service. We recognize the importance of being well-organized and proficient in our legal practices, ensuring that clients experience a seamless and efficient journey with our firm. 

Consistency and capability are not just values for us but a promise to our clients, reflecting our dedication to maintaining the highest standards in all that we do.

We honor our commitments to the firm, our team, and our clients. We do what we say we are going to do when we say we are going to do it. If we make a mistake, we take ownership and work to make it right.

We hold ourselves accountable. We take pride in our work, which is seen in the results we deliver. We are resourceful and responsive to our clients.

We stay in our lane. Our firm is focused on its core mission to guide individuals and families in protecting their wealth, health, and peace of mind with customized estate planning, probate and trust administration. Staying true to our mission means our clients can count on our full attention and expertise to solve their estate planning challenges.

We communicate with transparency, assume the best in others, stand up for what is right respectfully, and embrace tough conversations.

Giving generously to our community is vital to our growth. We seek to impact those around us by donating our time and resources to improve our community. Our firm values social responsibility and actively engages in philanthropy and community service. We encourage our team members to contribute their talents and skills to charitable causes, furthering the positive impact we can make collectively. Whether it's volunteering, pro bono legal services, or supporting local initiatives, we understand the importance of being an active and contributing member of the community.

By sharing our time and talents generously, we aim to create a positive and lasting impact beyond the walls of our firm, fostering a sense of social responsibility among our team and clients alike.

From our founder’s unorthodox legal education to the way we create custom estate plans, we are not interested in doing things simply because “that’s the way we’ve always done it”. Being a unicorn means we stand out among our competitors because we do things differently. Our team is open to new approaches to solve our clients’ issues. We believe that our team members can lead from any seat and we encourage contribution of new ideas from all members. We embrace continuing education and advances in technology that bring knowledge and efficiency to our firm. We encourage life-long learning to acquire new skills, talents, and viewpoints to connect on a deeper level with our clients. We believe that bringing our whole selves to the team benefits everyone.

We give our clients a one-of-a-kind experience that they brag about!