How we work

Planning for the Ones You Love

Our process begins with a Life & Legacy Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.

During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.

Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.

Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.

All of our plans are based on a flat fee, agreed upon in advance. We do not bill hourly, so that you do not have to worry about calling your attorney with an important question, and there are no hidden fees.

After the initial meeting, you will likely meet with us at least twice more. The process will be explained in detail, and as it pertains to your particular situation, at your initial meeting.

This meeting can be in person in Juneau or virtually if you are anywhere else in Alaska, or have assets in Alaska.

We look forward to meeting you!