“Estate Planning is just a complicated way of saying planning for the future,” says Catherine Davey, Attorney at Law. Our professionals seek to make this process straightforward to address our clients’ goals. We seek to resolve any concerns our clients might have and satisfy their need to have a solid plan for their future and their family’s future.
The first step is an assessment of your situation. We use a variety of questionnaires to assist clients in gathering their information for your initial consultation. On this page, the questionnaires will help you be prepared and save money by streamlining the process.
After we have been retained, we immediately get to work on addressing your concerns.