ESTATE SETTLEMENT & WEALTH TRANSFER

We help navigate the process of settling your estate and transferring your wealth through your estate, saving you time and money.

Our intention is to have such a strong, ongoing relationship with our clients that we have the privilege of maintaining their family’s estate plan over many generations. Our estate management services greatly minimize the estate settlement process after death.

There are many processes that do need to happen in estate settlement, only some of which need to be done by an experienced estate planning attorney.

We have shown hundreds of families that we provide a level of support that bridges the service gap between a law firm and the family. We offer intimate guidance through the confusing and emotional experiences a family encounters after the death of a loved one.

Because of our long term support and relationship with our clients, many of their adult children and even grandchildren have naturally become our clients too. We are honored and privileged to provide such rewarding services to our clients’ families, even when they have left us. That is what we call “Legacy Planning”!

Why Use Estate Protectors?

Estate Protectors services compliment and go far beyond what an attorney’s office will provide you.

It is through our experience and relationships with other advisory professionals that puts us in the position to ask for, “the opportunity to manage all of your estate, financial, insurance and aging needs”.

The intention of Estate Protectors is to create a close relationship with our clients so they feel confident with us managing all facets of their estate and financial needs. We operate as the Estate Quarterback, communicating with the family, while coordinating the efforts of other professionals.

Please contact our office for an Estate Plan Review and let us determine whether your affairs are in order and your legacy is protected.