WHY HIRE US?

Clients typically pay on a per-document basis - twice even for mirrored legal instruments for couples. 

As our name implies, our focus is on the strategic value of the plan in light of your family and financial circumstances - not the volume of documents produced.  As such, our flat fees reflect a plan that optimally protects your legacy, regardless of how many trusts are required.  

PROFFICIENCY

Together with almost 20 years of legal experience, is at the firm's disposal the world-class Wealth Counsel platform to design cutting-edge legal instruments reflecting most up-to-date changes in the law - and more importantly anticipating future changes.

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Clients receive sharp strategies reflected in an impeccably assembled portfolio along with cloud-uploadable digital files. 

EMPATHY

As the saying goes, never let a crisis go to waste.  The unwelcomed and premature widowing brought a unique perspective regarding the value and true meaning of Legacy.

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Many clients are in their "Golden Ages" and the credential from the Society of Certified Senior Advisors adds a layer of deep understanding of the issues facing older adults and maintain the highest ethical standards.

DEDICATION

For Strategic Advocates, the phrase "every client is our most important client" is far more than just a cliche.  As a solo practitioner, every client is the reason of the firm's existence.

Almost 80% of new clients come from word of mouth - satisfied previous clients that entrust us with their family and friends.