About Us We are a firm of purpose and substance founded with the philosophy that an estate plan must adapt to the different needs that a family has at different times in life. Many estate planning offices take a “one-size-fits-all” approach; they try to work with as many people as possible in as short a period of time as possible to maximize their fees. We see you as more than just a transaction—to us, you will always be more than your credit card or personal check.