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how we serve

Attentive, compassionate and respectful

At Estate Strategies, we provide a carefully designed process with a lifetime of experience to create an environment conducive for identifying and attending to clients’ goals.

A Unique Experience

We take great care with every element of service to provide comfort, confidentiality, and an environment that dignifies a family’s needs.

Confidentiality

We place a high priority on confidentiality and adhere to our clients’ preferences with strict attention to detail. We ask each client to provide us with written authorization to consult other family members and advisors as necessary when working with us.

Privacy

Office meetings are scheduled with a generous time buffer to ensure privacy at all times.

Time and Focus

It is imperative that time is taken with each encounter to fully develop ideas, explore alternatives, and allow for thoughtful consideration. The length and frequency of meetings is at the client’s discretion.

Office décor

We have taken measures to provide a comfortable, inviting office environment so that focus can be placed on our clients’ priorities.

EstateTrak® is our proprietary process that yields a composite view of a client’s financial and estate planning. It is a master plan from which all of our client’s advisors can operate ensuring all associated goals are attended to completely.

Step 1 | Examination

  • Initial review and refinement of client goals
  • Relevant documents and financial information assembled
  • Assessment of all aspects of plan in accordance with goals

Step 2 | integration

  • Identify conflicts or gaps in plan and areas not implemented sufficiently
  • Recommend necessary changes or additions in plan strategies or implementation

Step 3 | coordination

  • Coordinate with all client advisors for results in their areas of expertise

Step 4 | display

  • Visual mapping of all financial details including all relevant documents

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