Clients

Who are our Clients?

Our estate planning clients include:

  • Individuals and couples with young children
  • Individuals and couples with moderate to significant wealth
  • Non-traditional families
  • Blended families
  • Same-sex couples
  • Families with a disabled loved one
  • Ranch owners
  • Oil & Gas Royalty owners
  • Individuals and couples concerned about long-term care
  • Individuals and families who support charities
  • Business owners
  • Engaged Couples & Newlyweds
  • Pet owners

Our business clients include:

  • Business owners
  • People who want to start a business
  • People who want to buy a business
  • People who want to sell their business
  • People who want to start a franchise
  • People who want to hire employees or independent contractors

Our trust administration clients include:

  • Trustees who need advice on carrying out their duties
  • People who need someone to act as a trustee for a trust
  • Beneficiaries who think a trustee has acted improperly

Our guardianship and conservatorship clients include:

  • Families with a loved one who is developmentally disabled and needs of a guardian planning
  • Families with a minor child in need of a guardian planning

Our probate clients include:

  • Families who have had a loved one die
  • Families who need someone to act as a personal representative
  • People who think the personal representative is acting improperly
  • People who think their loved one was coerced into creating or changing their estate plan
  • People who think their loved one was not of sound mind when they created or changed their estate plan

Do you see yourself or your situation on one of these lists? If so, give us a call, send us a message or schedule your next appointment. We love to hear from you.