Life and Legacy Planning
Life and legacy planning with Cedar Counsel provides you and your loved ones with far more than a set of legal documents. Of course, these documents are vital in that they effectively convey your intentions as to how, when, and to whom your assets will be distributed; who will care for your minor children; and how your final wishes will be carried out if something were to happen to you. But, life and legacy planning doesn’t end once documents are signed.
When you plan with Cedar Counsel, you have a trusted legal advisor for life. Our goal is to serve you and your family for generations. Because we are committed to your family’s success, we offer transparent flat fees which allow us to take the time necessary to fully understand your aspirations, the nuances of your family dynamics, your assets, and how the law will impact what matters most to you. We communicate with every person/entity named in your plan, review your plan for free once every three years (or more often through our innovative membership plans), and hold sessions to teach your children about financial literacy and good stewardship as they mature.
Your legacy is our passion, and we would be honored to partner with you in preserving it.
Book a session with us today to learn more.