As your attorney, Stephen will coordinate the estate planning process for you. It all begins with a conversation. Utilizing our own, unique Forward Development Process , Stephen will help you move forward in the most positive and productive manner toward celebrating your and your family’s legacy.
Our team is committed to the success and legacy of each of our clients. We place the highest value on leading our clients to real solutions for their legal, financial and emotional needs that arise in estate and business planning services and elder law. We are a family, with a warm and inviting environment where each individual’s dignity is respected. We provide opportunities to our employees to be challenged, to succeed and achieve personal fulfillment. We are successful because our clients are imminently satisfied in being in relationship with us.
Lisa Kendrick Wesolick
Client Services and Business Director
As our “Chief Experience Officer,” Lisa ensures that our clients receive the best possible client experience with the Firm. Her focus is on initial contact with future clients wanting to attend our seminars and schedule initial consultations, as well as those having questions about our process. Our warm and professional office environment is a direct reflection of her personal commitment to making all of our guests feel special and unique.
Stephanie is a highly trained and dedicated professional who has primary contact with our clients once the Forward Development Process has begun. She is responsible for assembling the all the legal and funding documents and often times handles the signing meetings. She is the first person you should call if you have any questions about our process. She will ensure that the appropriate member of our team responds to your inquiry.