Insightful Care Program

Historically, traditional estate planning has been very impersonal and transactional. Families go through the stress and effort of finding an estate planning attorney that they feel comfortable working with, sign their estate plans, and never hear from their estate planning attorney again. Years later, when they realize their estate plan is outdated and needs updating and they cannot find their original attorney, the process and search for an estate planning attorney begins all over again. This frustrating and dysfunctional cycle must end. We believe there is a better way.

We call our solution the Insightful Care Program.

After creating your estate plan with our team, we invite you to join our Insightful Care Program for FREE. In this program, we include many benefits that we believe will strengthen your estate plan, and give it the opportunity to continually respond to the changes in your life.

What does the Program include?

Annual reminder to review your estate plan, because we know how easy it is to forget!


One free meeting with your family if you become incapacitated or pass away.


Exclusive access to educational webinars, focused on practical estate planning issues for you and your family.


No charges for check in emails and brief phone calls. We actually encourage our clients to communicate with us!

What’s the catch? No catch.

Why is it free?

It’s free because you probably don’t want to pay an additional annual fee to have the opportunity to receive ongoing benefits and support from your estate planning attorney.

So we offer it for free.

Book a free consultation