Serving the
Hampton Roads Community
Each client has different estate planning needs so we offer a variety of services that can be tailored to fit individual plans. Our questionnaire simplifies the process to be able to put your thoughts and wishes into a document easy for your executor to carry out. If needed, we can act as your predetermined executor to carry out all final wishes.
Below is a full list of services we provide:
Full Estate Planning including working with banks, credit card companies, local utilities, mortgage lenders, etc.
Planning of medical requests and Power of Attorney.
Financial planning services for investments and retirement accounts.
Allocation and/or selling of all property including vehicles and houses.
Rehoming of pets through a trusted veterinary practice, if needed.
Contact specified loved ones on your behalf.
Celebration of life pre-planning.
Work with pre-determined executors or act as executor to finalize all accounts and final wishes.