Becoming a Client
Our office specializes in creating custom designed estate plans that reflect the personal values and goals of our clients. Every client’s estate and long term plan are unique and important, regardless of net worth. We want to help them create a workable plan to preserve their estate from unnecessary administration fees, costs, and taxes, while planning for and protecting their loved ones in keeping with their unique family circumstances.
The Satori Estate Planning Process
Long-Term Client Care
We understand that your financial situations and family circumstances may change in the future. We therefore recommend that your trust be reviewed every two years to help ensure that your estate plan will always be up to date.