- What should the customer know about your pricing (e.g., discounts, fees)?
We offer reasonable rates for all services and guarantee that we will always exceed your expectations. Most estate planning documents start at a low flat-rate so you will never receive a surprise bill. We also offer discounted rates for seniors, low-income individuals, and all veterans! We strive to assist everyone in our community from every walk of life and all income levels.
- What is your typical process for working with a new customer?
We first start with a brief phone call to discuss the scope of your project. Next, we will schedule a time to have a detailed conversation about those needs, what course of action we intend to take, and what work-product you should expect to receive. Moving forward we will begin working towards achieving those goals and periodically provide our clients with updates as necessary, or upon request.
- What education and/or training do you have that relates to your work?
Our team has years of experience in estate planning, corporate law, business management, contracts and finance. Our Managing Partner has worked at boutique and mid-sized law firms on a variety of legal matters. He is a licensed attorney and holds a Master of Business Administration degree in Finance. With a background ranging from military service to banking, and then transitioning into the legal and finance realms, he became exceedingly skilled in problem-solving, and critical thinking. The associates and staff at Stead & Associates range from attorneys licensed in several jurisdictions, licensed HR professionals, and experienced employees with years of practice in the banking, tax, finance, and compliance realms. We are confident that the team at Stead & Associates has the education and experience you need for all your Business & Estate Planning needs.