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Our Team

Donna Townsend

Donna Townsend

Client Relations Specialist

Kristine Vance

Kristine Vance

Paralegal

Yes, we’re big fans of our estate planning services.

But check out what our clients are saying...

(That's what really matters!)

Your estate plan starts with a simple, free consultation

Our Process

Dedicated to Protecting Your Assets, Supporting Your Family, And Providing Peace of Mind

 Our Process

1You Schedule A Call

  • Meet briefly to learn more
  • Understand your specific business needs
  • Determine if we can help

2We Suggest A Solution

  • Know what you’ll spend
  • Know how long it’ll take
  • Know if you & loved ones are eligible

3We Work Together

  • Gather & create your docs
  • Create your plan
  • Provide updates without you even asking

4Enjoy Peace Of Mind

  • Your plan is in place
  • Your family is protected
  • You’re in control
  • We got your back when you need changes

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