We foster lifetime relationships with our clients. To this end, we start the process with a free initial consultation, where the client interviews our firm, and we interview the client. Because client satisfaction is our top priority, membership in our firm is limited to those clients that we can best serve and enjoy working with. When the goals of the client and the firm are alligned, we proceed with the estate plan creation.
During the initial meeting, the client(s) meet with Mr. Tuller and briefly discuss our firm's estate planning process, the client's objectives and challenges, and potential solutions. Mr. Tuller and the client(s) decide to move forward, our systems-based approach allows us to exceed client expectations in an organized fashion. In fact, we believe so strongly in our process and abilities that we quote a flat fee for the representation. In our experience, our client's appreciate knowing the cost of services beforehand.
Having an estate plan that protects your assets, children and other beneficiaries, and plans for any future incapacty is critical for each person to have in place. If you do not currently have such a plan, we strongly recommend that you implement one.
If you have been putting off creating your estate plan, there is no better time than now to get your affairs in order. Either, you will create a fully-integrated estate plan that gives you the piece of mind that you deserve, or you will walk away with a full refund if you are not satisfied with the plan we help you to create.
We offer the estate planning solutions fully customized to your unique situation. Click below for more information.
Family Legacy Protection Plan (FLPP) - Estate Planning for families and single parents
Individual Legacy Protection Plan (ILPP) - Estate Planning for professional or retired individuals
Legacy Protection and Succession Plan (LPSP) - Estate and Succession Planning for Business Owners
NEW! We are offering complimentary set-up and 1-year subscription to Directive Communication Systems (DCS) and Legal Directives when you create (or update) your Estate Plan with us. DCS provides you an option to extended protection and management of your digital and traditional assets or accounts by securely maintaining an up-to-date record of all your personal accounts and digital assets, and keeping your directives relative to these accounts. Legal Directives on the other hand, provides immediate access to your important healthcare directives and emergency contacts.