Estate Planning

Though it is a dark and often difficult subject to broach, it is important for each of us to properly plan for our passing so that our families continue to be well taken care of. By figuring out where our assets will go after we pass, we are able to ensure that our families are not left with substantial financial burdens. Our compassionate and experienced team is fully dedicated to our clients. We will work closely with you to ensure that we meet your unique estate planning needs.

 Financial adviser

We currently offer the following estate planning services through Hollis Insurance Inc:

  • Wills
  • Trusts
  • Probate

If you would like to schedule an appointment with us or if you have any questions, comments, or concerns regarding our estate planning and wealth management services, do not hesitate to get in touch with us.