Message from the Team

Welcome to our firm and website! We hope you take a few minutes to navigate around and learn about us, our vision, our mission, our philosophy and our life and estate planning process. We are deeply committed to helping people like you create life and estate plans for themselves and their loved ones. We created our website with you in mind as we want your visiting experience to be both exciting and interactive. In addition, we want the people we work with to be educated and well informed on the topics and subject of life and estate planning matters. We hope you enjoy your visit and take advantage of the educational tools and resources we developed here for you. You will know in a matter of minutes whether your assets and loved ones are protected the way they should be. We encourage your comments, questions and concerns. Visit our Videos  page for a library of various exciting topics and articles. If you can’t find your area of interest in our library simply contact our office and we’ll assist you! Check out our upcoming workshop dates and sign up for one of our Free Educational Estate Planning Workshops. The workshops are educational in nature and oftentimes the first step in becoming a new client of our firm! Don’t forget to sign up for our Free e-Newsletter. It is packed with different articles each month that will help you plan for your family and protect your assets. From our experience the best clients we work with are the people who truly understand the benefits and protections that our plans provide them and their loved ones. Find out what’s going on in our lives both professionally and personally. Watch for announcements and feel free to drop us a line!

Please call our office or drop us an email and let us know what you think about our website!


Patrick Kelleher:
Ashley de Courcy: