FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Complete Trust Packages start at $1,500. All pricing is available through our website under "Estate Planning."
- What is your typical process for working with a new customer?
1) Identify a potential client's need, 2) Discuss solutions, 3) Quote a price to pursue the solution, 4) Execute a retainer agreement, 5) Complete the work.
- What education and/or training do you have that relates to your work?
Juris Doctor (Law); Masters in Business Administration (Finance); Bachelor of Science (Business Management); Bachelor of Science (Vocal Performance).