Why should you choose our firm to help you with your estate planning over all of the other options available to you, including doing nothing? First of all, our “True North” is guided by our Core Values: ⦁ Practice the “Golden Rule.” ⦁ Be a Promise Keeper. ⦁ Improve Every Day – individually and as a team. ⦁ Care for Clients Like Family – For Life and for Future Generations ⦁ Provide a WOWing Experience. ⦁ Believe in What We Do and Have a Passion for Sharing It. As an example of holding true to one of these Core Values, our team reads a new book every quarter related to professional development. In our “Book Club,” we discuss the lessons learned, take-away’s and figure out how to implement those lessons in our business. Secondly, we have a unique, proprietary process that empowers us to create estate plans that are: ⦁ Customized for each client and their family’s needs, wishes, and desires – NO boiler-plate, “McDonald-ized” documents; ⦁ Completed within 30 days: We have a proprietary system that leads you through the estate planning process step-by-step in an easy, organized, understandable, efficient, no-hassle manner; ⦁ Completed at a fixed investment: NO after-the-fact or hidden charges; and we… ⦁ Have an IRON-CLAD GUARANTEE for 30 Days of Our Services or YOUR MONEY BACK! If you are unhappy with our services within 30 days of completion, we will move mountains to fix it and if, for some reason, you are still unsatisfied, return your estate plan and we will return your money. No hard feelings and no questions asked.