March 2026 Updates

We've upped our Trust Packages to include a branded binder for all of your estate and financial documents so everything relevant for your management of your estate, or for those that come after, is in one convenient place. We also include a Thumb Drive with all of your scanned originals so you can take them with you when you travel - great in case of emergency and with enough storage you can put trip photos or other relevant information in there everywhere you go.

We were happy to attend the Bluffs of Flagstaff Health Fair where we met a lot of cool providers and residents of the Bluffs, discussed partnerships and collaborations to better serve all of our clients, and enjoyed some snacks, games and sunshine. Thank you Elizabeth Vitti of the Bluffs for the invite!