Estate planning meets people in times of change.
We work with people across Bellevue and the Eastside whose lives, relationships, or financial circumstances are evolving who want a plan for where they are now, and for where they are going.
Let’s create an estate plan that truly works.
WHO WE SERVE
WHO WE SERVE
Planning through life’s transitions
Estate planning rarely begins as a legal task. More often, it follows a life event —a marriage, a divorce, the arrival of children, a significant purchase, or a shift in financial responsibility.
While each situation is different, the underlying goal is the same: creating a framework that supports the people and responsibilities that are most important.
If your circumstances are changing, or if your existing plan no longer reflects your life today, the next step is a brief introductory conversation to determine whether our process is the right fit.