Our clients are the kind of people who want to do the right thing, even when it’s the hard thing.

Our clients want to care for their loved ones and communities. They’re the dreamers and the doers, the questioners, the ones who break generational curses and forge new paths. Our clients are the protagonists of their own stories.

Many of our clients are inspired to work with us after they’ve experienced the death of a loved one. It usually goes one of two ways: Either the experience went smoothly because there was a good estate plan in place; or it went horribly because there wasn’t a plan—or there wasn’t a good plan—in place. Sometimes it’s a bit of both. Whatever the case, the client has new insight and recognizes that they need a plan to ensure the best outcome for their own family.

Maybe you’ve been thinking about this stuff for years and just haven’t made a move yet. Maybe thinking about death and money is hard for you. Maybe you’re afraid to cry in the meeting. Maybe you fear judgment about your family or financial situation. Maybe you’ve been ready but your spouse is dragging their feet. Maybe you’re exhausted from working and raising a family, and spending time with a lawyer is the last thing you want to do with your free time. Maybe you think you need to understand everything about estate planning and have all your decisions made before you even set up that first meeting.

It’s hard to think about death and money. But avoiding it means there’s a part of you that’s always thinking about it, that you’re living with subconscious anxiety and unsettledness that affects your quality of life. It’s okay to cry in these meetings. A lot of people do. We have Kleenex. There will never be any judgment. We’ll make this process as easy as possible, and like many of our clients, you might be surprised by how much you enjoy your meetings with Candice. You can be yourself at our office. We know you’d rather be doing something cooler, but when we’re all finished, you won’t have to think about this stuff for a while. You definitely don’t need to know anything—let alone everything—about estate planning before getting started; and you definitely don’t need to have any decisions made yet. Candice can help you with all those things. She’s there to educate you about your estate planning issues and help you to solve them. You can simply come to the process knowing that you’re going to die one day and that you’d like to make things as easy as possible for the people you leave behind. We can take care of the rest.