- We spend time up front with Clients to Educate and Counsel them to create plans tailored to their goals and needs.
- We work closely with our Client’s Advisors to integrate their financial and estate plans.
- We Update our Client’s estate plans on a routine basis and track their assets to ensure they have properly funded trusts.
- We Educate our Clients and their Families on the logistics of what to do if a loved one becomes disabled or passes away, along with providing training for named Trustees, Guardians for Minor Children, and Beneficiaries.
- We actively listen to our Client’s feedback through our Client Advisory Board
- We offer Legacy Planning to ensure our Client’s legacy, life experience, and stories are preserved and passed on to future generations.
To Get Started with InSight Law, please join us for one of our free upcoming Truth About Estate Planning small group meetings be clicking the link below: