On Friday, June 30th, attorney Steven Berger explains our process with potential clients.

Upon contact through our website, email or other means, we will send an email offering times to set a consultation appointment and include information about what that entails.

We use a team approach for working on trusts, estate planning and funding. Attorneys handle intake appointments and managing the process.

Technology plays a role in our documents. You will work with most everyone in our office throughout the process.

Our hope is upon completion of your estate planning as evidenced by signed documents, beneficiary or ownership changes made or funding complete that you will have found our office to be a trusted advisor.

Submit your question

Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.