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Our How

Client Experience

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You’re not buying documents,
you’re investing in a relationship.

We designed our practice to serve the specific needs of individuals, families, and businesses seeking a long-term relationship with their law firm built on trust, transparency, and mutual respect.

We recognize that it is a privilege to be entrusted with our clients’ most precious matters, especially during the most difficult times in our clients’ lives, and our practice is a direct reflection of that principle. After all, you’re not buying documents, you’re investing in a relationship.

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A Lawyer with a Human Touch

When forming a relationship with a lawyer, you need to know you’re sitting across from someone who’s not just an advisor, but a real, live human. Time and again, our clients tell us that’s exactly the feeling they meet with our team.

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A Lawyer who Listens

Strong client relationships start with active listening. Our clients know they can trust us to understand their needs and treat their finances with special care, starting from the moment they walk into their initial consultation.
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A Lawyer who Explains

We use everyday language to explain things, but not at the expense of details. We’re familiar with the lawyer stereotypes, and we make a conscious effort not to reinforce them. You’ll never hear us say “trust us, I’m your lawyer” and we won’t gloss over the details of your important legal work. 

We’ll spend the time unpacking the legal concepts that are critical to your decision-making. As your lawyer, it’s our job to make sure you understand what you’re signing, and we don’t take that lightly.

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A Lawyer who is Selective

Our goal is a lasting and mutually beneficial partnership based on services tailored to your unique circumstances. We want to be sure we can deliver exactly what you need – no more, no less. That means we aren’t one-size-fits all, and we’re conscious about working only with clients that will truly benefit from the value we provide.

What Sets Us Apart

  • We take pride in the work we do and view our work product as a reflection of ourselves.
  • We bring connection, empathy, and humanity to a process that can feel cold and transactional.
  • We are elevating the status quo with concierge-level service and a tailored, comprehensive approach.
  • We’re not an online provider, low-cost provider, document preparation service, or trust mill. You’re not a template – your legal documents shouldn’t be either.

Schedule a free consultation

Not sure? You can start with a 20 minute intro call.

What to Expect

We infuse connection, empathy, and humanity into what can otherwise feel like a cold, transactional process. Here’s what you can expect as a client:

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You'll be heard.

If you can believe it, you’ll work with a lawyer who actively listens to you. Before we guide you, we want to hear you.

You'll be respected and treated fairly.

We won’t talk down to you,
won’t use legalese to confuse you, and won’t try to slip anything past you. We’ll explain every part of the process clearly and diligently, with patience and respect.  

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You'll understand what you signed.

Not only will we listen to you, we’ll also explain your documents in plain, everyday language. And you’ll only sign documents that you fully understand.

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You'll have peace of mind.

When you first meet with us, you may feel nervous about the process, or even guilty that you haven’t done it yet, but by the end, you’ll have the peace of mind that comes with knowing that everything is in the right place for your family.

You'll be covered if things change.

Unlike other firms, each of our core services includes an extended service commitment. So if you need to make adjustments later, or just need more help, you’ll be covered at no additional cost.

You'll have easy, secure access to your documents.

We’ll create a secure client portal that you can access 24/7, and we’ll show you how to share your documents with other professionals on your team.

You'll get what you paid for.

Before we start working together, we’ll quote an exact fee for the services you’re requesting. You’ll understanding what’s included and what’s not, and if we don’t deliver as promised, we’ll aim to make it right. If we can’t, we’ll return your fee. It’s that simple.

You'll have a law firm for life.

You’re not buying a product, you’re investing in a long-term relationship. We commit to you for your entire journey, not just your destination.

You'll want to tell your friends.

If you’re like our current clients, you’ll want to spread the word about your exceptional experience. Our firm was built on word-of-mouth referrals, and we still meet many new clients that way, so introductions are always appreciated and encouraged.