We have the expertise available to examine your insurance program examined, and changes, if necessary are recommended. We will work with your insurance agent, as well as a number of others, to make sure you get the best coverage at the best price. We do not sell insurance. We have of course come across insurance agents and brokers who have presented good products at the right price. We are always looking for others.
Competition is healthy.
As stated before, we don't get paid to sell products. Your will is examined by experts and discussed with you. We have found cases where changes are indicated, but equally important, we have found many instances where the will, trusts, durable powers and such are all perfectly appropriate, but the assets have not been placed in the proper names to conform with your desires in your will. We monitor your asset list to make sure this is correct, and prepare any documents you need to make changes, if necessary. We charge a set annual fee, billed monthly.